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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 | $39,995 | $81,870-51.1% | $119,634-66.6% | $68,490-41.6% |
| Participation rate | 69.1% | 71.9%-2.8pp | 79.3%-10.2pp | 67.9%+1.2pp |
| Annual return | -18.50% | -23.82%+5.3pp | -14.98%-3.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,227 | $4,148-22.2% | $5,601-42.4% | $4,028-19.9% |
| Admin fee / account holder | $7,939 | $6,583+20.6% | $10,329-23.1% | $5,403+46.9% |