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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 | $96,802 | $54,370+78.0% | $82,763+17.0% | $68,490+41.3% |
| Participation rate | 43.2% | 63.9%-20.7pp | 72.6%-29.4pp | 67.9%-24.7pp |
| Annual return | -18.82% | -13.67%-5.1pp | 702.45%-721.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,686 | $2,219-24.0% | $3,008-43.9% | $2,597-35.1% |
| Participant deferral / active EE | $2,193 | $3,247-32.4% | $4,395-50.1% | $4,028-45.5% |
| Admin fee / account holder | $4,755 | $4,398+8.1% | $5,325-10.7% | $5,403-12.0% |