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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 | $65,145 | $64,729+0.6% | $112,263-42.0% | $68,490-4.9% |
| Participation rate | 45.9% | 67.2%-21.2pp | 75.1%-29.1pp | 67.9%-22.0pp |
| Annual return | -15.81% | -11.40%-4.4pp | 27.49%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,218 | $2,746-55.6% | $3,636-66.5% | $2,597-53.1% |
| Participant deferral / active EE | $3,097 | $3,566-13.2% | $4,729-34.5% | $4,028-23.1% |
| Admin fee / account holder | $16,889 | $5,222+223.4% | $6,410+163.5% | $5,403+212.6% |