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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 | $64,665 | $42,910+50.7% | $60,919+6.1% | $68,490-5.6% |
| Participation rate | 68.3% | 66.8%+1.5pp | 73.1%-4.8pp | 67.9%+0.4pp |
| Annual return | -12.38% | -13.99%+1.6pp | 16.96%-29.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,898 | $2,866+36.0% | $3,814+2.2% | $4,028-3.2% |
| Admin fee / account holder | $15,574 | $3,104+401.7% | $3,228+382.5% | $5,403+188.3% |