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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 | $82,004 | $56,484+45.2% | $169,452-51.6% | $64,173+27.8% |
| Participation rate | 68.1% | 64.5%+3.5pp | 77.8%-9.7pp | 69.6%-1.5pp |
| Annual return | -6.23% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,658 | $3,448+93.1% | $5,277+26.2% | $3,470+91.9% |
| Admin fee / account holder | $8,104 | $4,174+94.2% | $9,110-11.0% | $4,887+65.8% |