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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 | $72,262 | $56,484+27.9% | $169,452-57.4% | $64,173+12.6% |
| Participation rate | 56.5% | 64.5%-8.1pp | 77.8%-21.3pp | 69.6%-13.1pp |
| Annual return | -3.16% | -1.55%-1.6pp | 1.83%-5.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,850 | $3,448+11.7% | $5,277-27.1% | $3,470+10.9% |
| Admin fee / account holder | $9,806 | $4,174+134.9% | $9,110+7.6% | $4,887+100.6% |