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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 | $74,564 | $71,872+3.7% | $86,691-14.0% | $68,495+8.9% |
| Participation rate | 45.2% | 72.2%-27.0pp | 76.6%-31.3pp | 67.9%-22.7pp |
| Annual return | -16.39% | 3.53%-19.9pp | 35.94%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,029 | $3,779-46.3% | $4,656-56.4% | $4,028-49.6% |
| Admin fee / account holder | $12,691 | $6,112+107.6% | $7,492+69.4% | $5,403+134.9% |