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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 | $52,326 | $50,947+2.7% | $74,549-29.8% | $64,173-18.5% |
| Participation rate | 38.6% | 61.1%-22.5pp | 69.1%-30.6pp | 69.6%-31.0pp |
| Annual return | -3.78% | -1.85%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,680 | $2,302-27.0% | $3,108-45.9% | $3,470-51.6% |
| Admin fee / account holder | $19,544 | $4,221+363.0% | $5,059+286.3% | $4,887+299.9% |