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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 | $63,848 | $64,719-1.3% | $112,249-43.1% | $68,486-6.8% |
| Participation rate | 38.5% | 67.2%-28.7pp | 75.1%-36.6pp | 67.9%-29.4pp |
| Annual return | -12.77% | -11.40%-1.4pp | 27.48%-40.3pp | -7.85%-4.9pp |
| Employer contribution / active EE | $1,254 | $2,747-54.3% | $3,636-65.5% | $2,597-51.7% |
| Participant deferral / active EE | $3,194 | $3,565-10.4% | $4,729-32.5% | $4,028-20.7% |
| Admin fee / account holder | $36,496 | $5,232+597.5% | $6,412+469.1% | $5,404+575.4% |