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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 | $108,803 | $81,870+32.9% | $119,622-9.0% | $68,486+58.9% |
| Participation rate | 43.9% | 71.9%-28.0pp | 79.3%-35.4pp | 67.9%-24.0pp |
| Annual return | -14.59% | -23.82%+9.2pp | -14.98%+0.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,205 | $4,148+49.6% | $5,601+10.8% | $4,028+54.1% |
| Admin fee / account holder | $1,468 | $6,583-77.7% | $10,328-85.8% | $5,404-72.8% |