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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 | $43,378 | $56,339-23.0% | $104,299-58.4% | $68,490-36.7% |
| Participation rate | 64.3% | 63.3%+1.0pp | 73.3%-9.0pp | 67.9%-3.6pp |
| Annual return | -12.39% | -9.19%-3.2pp | 24.62%-37.0pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,004 | $3,077-2.4% | $4,626-35.1% | $4,028-25.4% |
| Admin fee / account holder | $781 | $4,902-84.1% | $7,339-89.4% | $5,403-85.5% |