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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 | $75,237 | $59,186+27.1% | $76,766-2.0% | $56,287+33.7% |
| Participation rate | 62.0% | 75.2%-13.2pp | 77.0%-15.0pp | 69.9%-7.9pp |
| Annual return | -3.90% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,512 | $3,255-22.8% | $3,851-34.8% | $3,350-25.0% |
| Admin fee / account holder | $7,580 | $489+1449.8% | $6,675+13.6% | $521+1355.1% |