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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 | $111,460 | $211,946-47.4% | $169,452-34.2% | $135,380-17.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.27% | 3.26%-11.5pp | 1.83%-10.1pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,734 | $5,117-46.6% | $4,157-34.2% | $4,779-42.8% |
| Participant deferral / active EE | $6,433 | $6,075+5.9% | $5,277+21.9% | $5,609+14.7% |
| Admin fee / account holder | $333 | $11,472-97.1% | $9,110-96.3% | $10,828-96.9% |