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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 | $79,198 | $45,872+72.7% | $77,100+2.7% | $68,490+15.6% |
| Participation rate | 31.0% | 55.9%-24.9pp | 67.9%-36.9pp | 67.9%-36.9pp |
| Annual return | -18.79% | 1.73%-20.5pp | 42.35%-61.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,084 | $1,650-34.3% | $2,815-61.5% | $2,597-58.2% |
| Participant deferral / active EE | $2,917 | $2,963-1.6% | $4,430-34.2% | $4,028-27.6% |
| Admin fee / account holder | $13,067 | $3,041+329.7% | $5,443+140.0% | $5,403+141.8% |