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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 | $36,120 | $53,546-32.5% | $69,884-48.3% | $68,486-47.3% |
| Participation rate | 63.0% | 64.5%-1.6pp | 70.5%-7.5pp | 67.9%-4.9pp |
| Annual return | -12.84% | -13.87%+1.0pp | 190.81%-203.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,951 | $2,957-0.2% | $3,848-23.3% | $4,028-26.7% |
| Admin fee / account holder | $2,709 | $4,693-42.3% | $6,266-56.8% | $5,404-49.9% |