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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 | $55,089 | $58,587-6.0% | $83,322-33.9% | $64,173-14.2% |
| Participation rate | 60.7% | 72.0%-11.3pp | 77.8%-17.0pp | 69.6%-8.9pp |
| Annual return | -5.11% | 9.65%-14.8pp | 10.64%-15.7pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,923 | $4,654+48.7% | $5,565+24.4% | $3,470+99.5% |
| Admin fee / account holder | $19,403 | $9,279+109.1% | $7,540+157.3% | $4,887+297.0% |