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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 | $55,750 | $42,910+29.9% | $60,919-8.5% | $68,490-18.6% |
| Participation rate | 31.3% | 66.8%-35.5pp | 73.1%-41.9pp | 67.9%-36.6pp |
| Annual return | -11.41% | -13.99%+2.6pp | 16.96%-28.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,991 | $2,866-30.5% | $3,814-47.8% | $4,028-50.6% |
| Admin fee / account holder | $891 | $3,104-71.3% | $3,228-72.4% | $5,403-83.5% |