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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 | $61,795 | $43,730+41.3% | $121,220-49.0% | $64,173-3.7% |
| Participation rate | 42.3% | 58.3%-16.1pp | 71.8%-29.5pp | 69.6%-27.3pp |
| Annual return | -4.81% | 68.94%-73.8pp | 16.94%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,556 | $2,281+55.9% | $3,345+6.3% | $3,470+2.5% |
| Admin fee / account holder | $4,398 | $3,502+25.6% | $5,021-12.4% | $4,887-10.0% |