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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 | $62,693 | $72,177-13.1% | $115,037-45.5% | $59,633+5.1% |
| Participation rate | 67.4% | 72.6%-5.2pp | 81.4%-14.0pp | 68.7%-1.3pp |
| Annual return | -1.65% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,065 | $4,783-56.8% | $6,026-65.7% | $3,192-35.3% |
| Admin fee / account holder | $4,930 | $4,927+0.1% | $8,175-39.7% | $4,297+14.7% |