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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 | $102,107 | $73,848+38.3% | $143,799-29.0% | $68,486+49.1% |
| Participation rate | 54.8% | 66.7%-11.9pp | 80.3%-25.6pp | 67.9%-13.1pp |
| Annual return | -14.52% | 0.91%-15.4pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,925 | $3,184-39.6% | $4,952-61.1% | $2,597-25.9% |
| Participant deferral / active EE | $3,074 | $3,385-9.2% | $5,638-45.5% | $4,028-23.7% |
| Admin fee / account holder | $40,232 | $5,755+599.1% | $14,677+174.1% | $5,404+644.5% |