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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 | $109,052 | $45,438+140.0% | $80,004+36.3% | $59,633+82.9% |
| Participation rate | 62.9% | 63.7%-0.9pp | 73.0%-10.2pp | 68.7%-5.8pp |
| Annual return | -2.05% | 5.10%-7.1pp | 7.63%-9.7pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,660 | $2,231+19.3% | $3,204-17.0% | $3,192-16.6% |
| Admin fee / account holder | $33,055 | $3,464+854.2% | $5,033+556.7% | $4,297+669.2% |