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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 | $92,087 | $50,947+80.8% | $74,549+23.5% | $64,173+43.5% |
| Participation rate | 48.6% | 61.1%-12.5pp | 69.1%-20.6pp | 69.6%-21.0pp |
| Annual return | -5.17% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $818 | $1,115-26.7% | $1,961-58.3% | $2,381-65.6% |
| Participant deferral / active EE | $1,368 | $2,302-40.6% | $3,108-56.0% | $3,470-60.6% |
| Admin fee / account holder | $22,474 | $4,221+432.4% | $5,059+344.2% | $4,887+359.8% |