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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 | $90,756 | $113,941-20.3% | $94,229-3.7% | $125,389-27.6% |
| Participation rate | 65.0% | 82.9%-17.9pp | 78.8%-13.8pp | 83.2%-18.2pp |
| Annual return | -1.55% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,867 | $5,179-25.3% | $4,320-10.5% | $5,352-27.7% |
| Admin fee / account holder | $11,924 | $8,392+42.1% | $6,269+90.2% | $9,541+25.0% |