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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 | $66,216 | $62,589+5.8% | $76,768-13.7% | $64,173+3.2% |
| Participation rate | 56.1% | 72.8%-16.7pp | 77.0%-20.9pp | 69.6%-13.5pp |
| Annual return | -5.72% | -1.95%-3.8pp | 2.43%-8.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,524 | $3,145-51.5% | $3,852-60.4% | $3,470-56.1% |
| Admin fee / account holder | $6,264 | $4,667+34.2% | $6,675-6.2% | $4,887+28.2% |