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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 | $74,543 | $45,872+62.5% | $77,096-3.3% | $68,486+8.8% |
| Participation rate | 15.6% | 55.9%-40.4pp | 67.9%-52.4pp | 67.9%-52.3pp |
| Annual return | -19.08% | 1.73%-20.8pp | 42.35%-61.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $603 | $1,650-63.4% | $2,814-78.6% | $2,597-76.8% |
| Participant deferral / active EE | $1,300 | $2,963-56.1% | $4,429-70.6% | $4,028-67.7% |
| Admin fee / account holder | $13,644 | $3,041+348.6% | $5,428+151.3% | $5,404+152.5% |