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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 | $71,249 | $53,806+32.4% | $61,491+15.9% | $68,486+4.0% |
| Participation rate | 69.0% | 72.5%-3.5pp | 79.3%-10.4pp | 67.9%+1.1pp |
| Annual return | -18.26% | -15.68%-2.6pp | -12.98%-5.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $4,246-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,023 | $3,678+145.3% | $5,188+73.9% | $4,028+124.0% |
| Admin fee / account holder | $1,008 | $5,999-83.2% | $4,312-76.6% | $5,404-81.4% |