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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 | $62,801 | $45,872+36.9% | $77,096-18.5% | $68,486-8.3% |
| Participation rate | 64.3% | 55.9%+8.4pp | 67.9%-3.6pp | 67.9%-3.6pp |
| Annual return | -17.61% | 1.73%-19.3pp | 42.35%-60.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,236 | $2,963+245.5% | $4,429+131.1% | $4,028+154.1% |
| Admin fee / account holder | $6,330 | $3,041+108.2% | $5,428+16.6% | $5,404+17.1% |