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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 | $91,110 | $107,809-15.5% | $90,657+0.5% | $135,379-32.7% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.0%-19.5pp | 82.6%-28.1pp |
| Annual return | -5.94% | -0.90%-5.0pp | 1.89%-7.8pp | 519.79%-525.7pp |
| Employer contribution / active EE | $1,564 | $3,018-48.2% | $2,532-38.2% | $4,779-67.3% |
| Participant deferral / active EE | $1,826 | $3,872-52.8% | $3,424-46.7% | $5,609-67.4% |
| Admin fee / account holder | $16,638 | $5,931+180.5% | $4,994+233.1% | $10,828+53.7% |