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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 | $107,786 | $64,719+66.5% | $112,249-4.0% | $68,486+57.4% |
| Participation rate | 32.8% | 67.2%-34.3pp | 75.1%-42.2pp | 67.9%-35.1pp |
| Annual return | -14.97% | -11.40%-3.6pp | 27.48%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,859 | $3,565-47.9% | $4,729-60.7% | $4,028-53.8% |
| Admin fee / account holder | $2,662 | $5,232-49.1% | $6,412-58.5% | $5,404-50.7% |