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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 | $80,295 | $77,817+3.2% | $123,553-35.0% | $64,173+25.1% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -4.11% | 12.49%-16.6pp | 119.21%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,959 | $5,240-43.5% | $6,426-53.9% | $3,470-14.7% |
| Admin fee / account holder | $11,662 | $5,519+111.3% | $9,284+25.6% | $4,887+138.6% |