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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 | $117,061 | $53,162+120.2% | $91,227+28.3% | $68,490+70.9% |
| Participation rate | 14.0% | 63.2%-49.3pp | 73.2%-59.2pp | 67.9%-53.9pp |
| Annual return | -17.49% | -3.14%-14.3pp | 114.14%-131.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $772 | $1,709-54.8% | $2,851-72.9% | $2,597-70.3% |
| Participant deferral / active EE | $2,274 | $2,974-23.5% | $4,234-46.3% | $4,028-43.5% |
| Admin fee / account holder | $1,386 | $4,493-69.2% | $5,423-74.4% | $5,403-74.4% |