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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 | $81,296 | $50,947+59.6% | $74,549+9.0% | $64,173+26.7% |
| Participation rate | 41.6% | 61.1%-19.5pp | 69.1%-27.6pp | 69.6%-28.0pp |
| Annual return | -6.18% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,515 | $2,302-34.2% | $3,108-51.3% | $3,470-56.3% |
| Admin fee / account holder | $4,602 | $4,221+9.0% | $5,059-9.0% | $4,887-5.8% |