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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 | $72,964 | $82,678-11.8% | $125,391-41.8% | $68,490+6.5% |
| Participation rate | 65.1% | 75.1%-10.0pp | 82.4%-17.3pp | 67.9%-2.8pp |
| Annual return | -15.85% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,702 | $6,111+42.4% | $7,448+16.8% | $4,028+116.1% |
| Admin fee / account holder | $3,525 | $6,277-43.8% | $10,009-64.8% | $5,403-34.8% |