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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 | $54,441 | $46,689+16.6% | $117,498-53.7% | $68,495-20.5% |
| Participation rate | 64.5% | 56.8%+7.7pp | 70.6%-6.1pp | 67.9%-3.4pp |
| Annual return | -17.05% | -14.52%-2.5pp | 29.75%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,937 | $2,637+87.2% | $4,071+21.3% | $4,028+22.6% |
| Admin fee / account holder | $5,520 | $4,021+37.3% | $5,646-2.2% | $5,403+2.2% |