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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,001 | $71,878-5.4% | $86,698-21.6% | $68,486-0.7% |
| Participation rate | 39.6% | 72.2%-32.6pp | 76.6%-37.0pp | 67.9%-28.3pp |
| Annual return | -15.76% | 3.53%-19.3pp | 35.95%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,904 | $3,779-49.6% | $4,656-59.1% | $4,028-52.7% |
| Admin fee / account holder | $9,388 | $6,113+53.6% | $7,493+25.3% | $5,404+73.7% |