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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 | $73,006 | $45,872+59.2% | $77,100-5.3% | $68,490+6.6% |
| Participation rate | 55.0% | 55.9%-0.9pp | 67.9%-12.9pp | 67.9%-12.9pp |
| Annual return | -16.04% | 1.73%-17.8pp | 42.35%-58.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,080 | $2,963+105.2% | $4,430+37.3% | $4,028+50.9% |
| Admin fee / account holder | $3,559 | $3,041+17.0% | $5,443-34.6% | $5,403-34.1% |