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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 | $86,440 | $73,009+18.4% | $90,756-4.8% | $68,495+26.2% |
| Participation rate | 36.7% | 70.8%-34.2pp | 75.7%-39.0pp | 67.9%-31.2pp |
| Annual return | -17.13% | -13.81%-3.3pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $787 | $2,193-64.1% | $2,922-73.1% | $2,596-69.7% |
| Participant deferral / active EE | $1,607 | $3,626-55.7% | $4,565-64.8% | $4,028-60.1% |
| Admin fee / account holder | $1,079 | $5,896-81.7% | $8,445-87.2% | $5,403-80.0% |