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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 | $95,261 | $64,719+47.2% | $112,249-15.1% | $68,486+39.1% |
| Participation rate | 67.7% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.2pp |
| Annual return | -16.35% | -11.40%-5.0pp | 27.48%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,200 | $3,565+102.0% | $4,729+52.3% | $4,028+78.8% |
| Admin fee / account holder | $1,883 | $5,232-64.0% | $6,412-70.6% | $5,404-65.2% |