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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 | $99,941 | $50,947+96.2% | $74,551+34.1% | $64,173+55.7% |
| Participation rate | 38.0% | 61.1%-23.1pp | 69.1%-31.1pp | 69.6%-31.6pp |
| Annual return | -4.88% | -1.85%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,265 | $2,302-1.6% | $3,108-27.1% | $3,470-34.7% |
| Admin fee / account holder | $349 | $4,221-91.7% | $5,059-93.1% | $4,887-92.9% |