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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 | $83,818 | $81,870+2.4% | $119,622-29.9% | $68,486+22.4% |
| Participation rate | 67.1% | 71.9%-4.8pp | 79.3%-12.1pp | 67.9%-0.8pp |
| Annual return | -11.63% | -23.82%+12.2pp | -14.98%+3.4pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,954 | $4,148-28.8% | $5,601-47.3% | $4,028-26.7% |
| Admin fee / account holder | $6,748 | $6,583+2.5% | $10,328-34.7% | $5,404+24.9% |