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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 | $88,882 | $86,655+2.6% | $119,608-25.7% | $66,930+32.8% |
| Participation rate | 40.0% | 75.6%-35.6pp | 79.3%-39.3pp | 69.8%-29.8pp |
| Annual return | -13.43% | -8.00%-5.4pp | -14.98%+1.6pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,249 | $2,536-50.7% | $4,232-70.5% | $2,545-50.9% |
| Participant deferral / active EE | $2,471 | $4,358-43.3% | $5,601-55.9% | $4,238-41.7% |
| Admin fee / account holder | $1,838 | $755+143.5% | $10,326-82.2% | $593+209.7% |