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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 | $77,903 | $45,872+69.8% | $77,096+1.0% | $68,486+13.8% |
| Participation rate | 27.9% | 55.9%-28.0pp | 67.9%-40.0pp | 67.9%-40.0pp |
| Annual return | -15.47% | 1.73%-17.2pp | 42.35%-57.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,980 | $2,963-33.2% | $4,429-55.3% | $4,028-50.8% |
| Admin fee / account holder | $24,847 | $3,041+717.0% | $5,428+357.7% | $5,404+359.8% |