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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 | $60,522 | $46,697+29.6% | $117,533-48.5% | $68,486-11.6% |
| Participation rate | 44.4% | 56.8%-12.3pp | 70.6%-26.2pp | 67.9%-23.4pp |
| Annual return | -14.78% | -14.52%-0.3pp | 29.77%-44.6pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,791 | $2,637+5.8% | $4,072-31.5% | $4,028-30.7% |
| Admin fee / account holder | $11,248 | $4,023+179.6% | $5,647+99.2% | $5,404+108.2% |