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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 | $70,063 | $62,589+11.9% | $76,768-8.7% | $64,173+9.2% |
| Participation rate | 42.6% | 72.8%-30.2pp | 77.0%-34.4pp | 69.6%-27.0pp |
| Annual return | -6.70% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,894 | $3,145+23.8% | $3,852+1.1% | $3,470+12.2% |
| Admin fee / account holder | $6,435 | $4,667+37.9% | $6,675-3.6% | $4,887+31.7% |