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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 | $83,173 | $59,813+39.1% | $79,580+4.5% | $68,486+21.4% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -16.39% | -12.30%-4.1pp | 0.15%-16.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,276 | $3,024-24.8% | $3,985-42.9% | $4,028-43.5% |
| Admin fee / account holder | $15,388 | $4,835+218.3% | $6,835+125.1% | $5,404+184.8% |