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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 | $70,882 | $61,660+15.0% | $80,022-11.4% | $64,173+10.5% |
| Participation rate | 64.5% | 71.7%-7.2pp | 75.8%-11.3pp | 69.6%-5.1pp |
| Annual return | -7.01% | -0.33%-6.7pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,292 | $2,968-22.8% | $3,686-37.8% | $3,470-33.9% |
| Admin fee / account holder | $7,251 | $5,417+33.9% | $6,521+11.2% | $4,887+48.4% |