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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 | $102,132 | $59,819+70.7% | $79,583+28.3% | $68,490+49.1% |
| Participation rate | 40.4% | 61.1%-20.7pp | 69.5%-29.1pp | 67.9%-27.5pp |
| Annual return | -12.45% | -12.30%-0.1pp | 0.16%-12.6pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,861 | $3,025-5.4% | $3,986-28.2% | $4,028-29.0% |
| Admin fee / account holder | $840 | $4,835-82.6% | $6,835-87.7% | $5,403-84.5% |