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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 | $47,390 | $73,019-35.1% | $90,766-47.8% | $68,490-30.8% |
| Participation rate | 68.6% | 70.8%-2.3pp | 75.7%-7.1pp | 67.9%+0.7pp |
| Annual return | -11.63% | -13.81%+2.2pp | -12.16%+0.5pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,569 | $3,626+108.7% | $4,565+65.8% | $4,028+87.9% |
| Admin fee / account holder | $7,196 | $5,897+22.0% | $8,446-14.8% | $5,403+33.2% |