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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 | $120,685 | $71,873+67.9% | $86,698+39.2% | $68,490+76.2% |
| Participation rate | 61.0% | 72.2%-11.3pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | -13.89% | 3.54%-17.4pp | 35.96%-49.9pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,634 | $3,779-30.3% | $4,656-43.4% | $4,028-34.6% |
| Admin fee / account holder | $21,316 | $6,110+248.9% | $7,492+184.5% | $5,403+294.5% |