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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 | $59,390 | $53,546+10.9% | $69,890-15.0% | $68,490-13.3% |
| Participation rate | 41.5% | 64.5%-23.0pp | 70.5%-29.0pp | 67.9%-26.4pp |
| Annual return | -17.94% | -13.87%-4.1pp | 190.84%-208.8pp | -7.85%-10.1pp |
| Employer contribution / active EE | $887 | $2,019-56.1% | $2,560-65.3% | $2,597-65.8% |
| Participant deferral / active EE | $1,937 | $2,957-34.5% | $3,848-49.7% | $4,028-51.9% |
| Admin fee / account holder | $9,590 | $4,693+104.4% | $6,267+53.0% | $5,403+77.5% |