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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 | $109,249 | $62,583+74.6% | $76,767+42.3% | $64,173+70.2% |
| Participation rate | 56.6% | 72.8%-16.2pp | 77.0%-20.4pp | 69.6%-13.0pp |
| Annual return | -4.96% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,801 | $3,145-10.9% | $3,852-27.3% | $3,470-19.3% |
| Admin fee / account holder | $1,388 | $4,667-70.3% | $6,675-79.2% | $4,887-71.6% |