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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 | $72,973 | $82,674-11.7% | $125,381-41.8% | $68,486+6.6% |
| Participation rate | 41.4% | 75.1%-33.7pp | 82.4%-41.0pp | 67.9%-26.5pp |
| Annual return | -12.07% | -5.97%-6.1pp | 572.31%-584.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $900 | $3,382-73.4% | $4,815-81.3% | $2,597-65.3% |
| Participant deferral / active EE | $3,791 | $6,111-38.0% | $7,448-49.1% | $4,028-5.9% |
| Admin fee / account holder | $17,738 | $6,277+182.6% | $10,007+77.3% | $5,404+228.3% |