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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 | $84,782 | $45,872+84.8% | $77,081+10.0% | $68,495+23.8% |
| Participation rate | 28.3% | 55.9%-27.7pp | 67.9%-39.7pp | 67.9%-39.6pp |
| Annual return | -17.88% | 1.73%-19.6pp | 42.33%-60.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $864 | $1,650-47.6% | $2,813-69.3% | $2,596-66.7% |
| Participant deferral / active EE | $1,216 | $2,963-59.0% | $4,428-72.5% | $4,028-69.8% |
| Admin fee / account holder | $8,284 | $3,041+172.4% | $5,427+52.7% | $5,403+53.3% |