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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 | $75,656 | $72,177+4.8% | $115,037-34.2% | $59,633+26.9% |
| Participation rate | 61.5% | 72.6%-11.0pp | 81.4%-19.8pp | 68.7%-7.1pp |
| Annual return | 0.21% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,747 | $4,783+41.1% | $6,026+12.0% | $3,192+111.4% |
| Admin fee / account holder | $4,660 | $4,927-5.4% | $8,175-43.0% | $4,297+8.4% |