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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 | $108,693 | $42,917+153.3% | $60,899+78.5% | $68,495+58.7% |
| Participation rate | 45.0% | 66.8%-21.8pp | 73.1%-28.1pp | 67.9%-22.9pp |
| Annual return | -14.55% | -13.99%-0.6pp | 16.92%-31.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $861 | $1,979-56.5% | $2,702-68.1% | $2,596-66.8% |
| Participant deferral / active EE | $1,666 | $2,867-41.9% | $3,817-56.3% | $4,028-58.6% |
| Admin fee / account holder | $594 | $3,102-80.8% | $3,225-81.6% | $5,403-89.0% |