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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 | $77,939 | $73,019+6.7% | $90,766-14.1% | $68,490+13.8% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.6pp | 67.9%-10.8pp |
| Annual return | -13.15% | -13.81%+0.7pp | -12.16%-1.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,899 | $3,626+7.5% | $4,565-14.6% | $4,028-3.2% |
| Admin fee / account holder | $28,048 | $5,897+375.7% | $8,446+232.1% | $5,403+419.1% |