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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 | $97,485 | $43,338+124.9% | $59,887+62.8% | $64,173+51.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | -6.65% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,686 | $2,030-16.9% | $2,722-38.1% | $2,381-29.2% |
| Participant deferral / active EE | $2,909 | $2,547+14.2% | $3,402-14.5% | $3,470-16.2% |
| Admin fee / account holder | $14,403 | $3,007+378.9% | $3,591+301.1% | $4,887+194.7% |