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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 | $78,487 | $46,697+68.1% | $117,533-33.2% | $68,486+14.6% |
| Participation rate | 51.2% | 56.8%-5.6pp | 70.6%-19.4pp | 67.9%-16.7pp |
| Annual return | -11.16% | -14.52%+3.4pp | 29.77%-40.9pp | -7.85%-3.3pp |
| Employer contribution / active EE | $1,037 | $1,506-31.1% | $4,179-75.2% | $2,597-60.1% |
| Participant deferral / active EE | $1,001 | $2,637-62.0% | $4,072-75.4% | $4,028-75.1% |
| Admin fee / account holder | $4,609 | $4,023+14.6% | $5,647-18.4% | $5,404-14.7% |