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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 | $71,301 | $69,012+3.3% | $160,009-55.4% | $68,486+4.1% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -10.02% | -9.65%-0.4pp | 408.85%-418.9pp | -7.85%-2.2pp |
| Employer contribution / active EE | $2,874 | $2,212+29.9% | $4,225-32.0% | $2,597+10.7% |
| Participant deferral / active EE | $4,170 | $4,212-1.0% | $6,183-32.6% | $4,028+3.5% |
| Admin fee / account holder | $11,993 | $4,798+149.9% | $8,715+37.6% | $5,404+121.9% |