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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 | $119,067 | $64,719+84.0% | $112,249+6.1% | $68,486+73.9% |
| Participation rate | 51.3% | 67.2%-15.8pp | 75.1%-23.7pp | 67.9%-16.6pp |
| Annual return | -16.59% | -11.40%-5.2pp | 27.48%-44.1pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,071 | $2,747-61.0% | $3,636-70.6% | $2,597-58.8% |
| Participant deferral / active EE | $3,295 | $3,565-7.6% | $4,729-30.3% | $4,028-18.2% |
| Admin fee / account holder | $15,116 | $5,232+188.9% | $6,412+135.7% | $5,404+179.7% |