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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 | $89,717 | $77,817+15.3% | $123,553-27.4% | $64,173+39.8% |
| Participation rate | 44.1% | 74.7%-30.6pp | 82.3%-38.2pp | 69.6%-25.5pp |
| Annual return | -4.12% | 12.49%-16.6pp | 119.21%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,778 | $5,240-47.0% | $6,426-56.8% | $3,470-19.9% |
| Admin fee / account holder | $50,209 | $5,519+809.7% | $9,284+440.8% | $4,887+927.3% |