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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 | $77,188 | $110,083-29.9% | $151,645-49.1% | $68,490+12.7% |
| Participation rate | 53.2% | 84.0%-30.8pp | 87.5%-34.3pp | 67.9%-14.7pp |
| Annual return | -15.77% | -10.12%-5.6pp | 3.34%-19.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,594 | $6,526-44.9% | $8,363-57.0% | $4,028-10.8% |
| Admin fee / account holder | $1,305 | $7,718-83.1% | $11,614-88.8% | $5,403-75.8% |