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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 | $75,255 | $50,958+47.7% | $74,552+0.9% | $64,181+17.3% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.1%-6.6pp | 69.6%-7.1pp |
| Annual return | -4.03% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,371 | $2,301+46.5% | $3,108+8.4% | $3,470-2.8% |
| Admin fee / account holder | $947 | $4,223-77.6% | $5,060-81.3% | $4,887-80.6% |