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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 | $38,536 | $64,729-40.5% | $112,263-65.7% | $68,490-43.7% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -7.32% | -11.40%+4.1pp | 27.49%-34.8pp | -7.85%+0.5pp |
| Employer contribution / active EE | $839 | $2,746-69.5% | $3,636-76.9% | $2,597-67.7% |
| Participant deferral / active EE | $1,924 | $3,566-46.0% | $4,729-59.3% | $4,028-52.2% |
| Admin fee / account holder | $20,483 | $5,222+292.3% | $6,410+219.5% | $5,403+279.1% |