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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 | $92,221 | $57,352+60.8% | $83,830+10.0% | $64,173+43.7% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -6.84% | 11.38%-18.2pp | 850.97%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $906 | $2,546-64.4% | $3,631-75.0% | $2,381-61.9% |
| Participant deferral / active EE | $2,143 | $2,993-28.4% | $4,082-47.5% | $3,470-38.2% |
| Admin fee / account holder | $6,359 | $4,046+57.2% | $5,479+16.1% | $4,887+30.1% |