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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 | $62,453 | $57,352+8.9% | $83,830-25.5% | $64,173-2.7% |
| Participation rate | 33.8% | 68.6%-34.8pp | 76.1%-42.3pp | 69.6%-35.7pp |
| Annual return | -7.89% | 11.38%-19.3pp | 850.97%-858.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,138 | $2,993-28.6% | $4,082-47.6% | $3,470-38.4% |
| Admin fee / account holder | $8,421 | $4,046+108.1% | $5,479+53.7% | $4,887+72.3% |