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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 | $87,525 | $92,219-5.1% | $76,767+14.0% | $135,380-35.3% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -4.60% | 5.46%-10.1pp | 2.43%-7.0pp | 519.81%-524.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,292 | $4,508+172.7% | $3,852+219.1% | $5,609+119.2% |
| Admin fee / account holder | $12,526 | $10,749+16.5% | $6,675+87.6% | $10,828+15.7% |