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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 | $88,625 | $82,674+7.2% | $125,363-29.3% | $68,495+29.4% |
| Participation rate | 41.2% | 75.0%-33.9pp | 82.4%-41.2pp | 67.9%-26.7pp |
| Annual return | -10.21% | -5.97%-4.2pp | 572.15%-582.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,733 | $3,382-19.2% | $4,815-43.2% | $2,596+5.3% |
| Participant deferral / active EE | $4,031 | $6,111-34.0% | $7,447-45.9% | $4,028+0.1% |
| Admin fee / account holder | $29,394 | $6,276+368.3% | $10,005+193.8% | $5,403+444.0% |