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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 | $100,454 | $81,870+22.7% | $119,608-16.0% | $68,495+46.7% |
| Participation rate | 34.3% | 71.9%-37.6pp | 79.3%-44.9pp | 67.9%-33.6pp |
| Annual return | -15.23% | -23.82%+8.6pp | -14.98%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,552 | $4,148-38.5% | $5,601-54.4% | $4,028-36.6% |
| Admin fee / account holder | $33,212 | $6,583+404.5% | $10,326+221.6% | $5,403+514.7% |