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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 | $85,281 | $64,729+31.8% | $112,263-24.0% | $68,490+24.5% |
| Participation rate | 39.5% | 67.2%-27.7pp | 75.1%-35.6pp | 67.9%-28.4pp |
| Annual return | -12.68% | -11.40%-1.3pp | 27.49%-40.2pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,385 | $2,746-49.6% | $3,636-61.9% | $2,597-46.7% |
| Participant deferral / active EE | $3,513 | $3,566-1.5% | $4,729-25.7% | $4,028-12.8% |
| Admin fee / account holder | $7,700 | $5,222+47.5% | $6,410+20.1% | $5,403+42.5% |