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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 | $77,061 | $81,870-5.9% | $119,634-35.6% | $68,490+12.5% |
| Participation rate | 46.8% | 71.9%-25.1pp | 79.3%-32.5pp | 67.9%-21.1pp |
| Annual return | -11.91% | -23.82%+11.9pp | -14.98%+3.1pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,228 | $4,148-46.3% | $5,601-60.2% | $4,028-44.7% |
| Admin fee / account holder | $2,248 | $6,583-65.9% | $10,329-78.2% | $5,403-58.4% |