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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 | $78,428 | $64,729+21.2% | $112,263-30.1% | $68,490+14.5% |
| Participation rate | 43.6% | 67.2%-23.5pp | 75.1%-31.4pp | 67.9%-24.3pp |
| Annual return | -13.99% | -11.40%-2.6pp | 27.49%-41.5pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,390 | $2,746-49.4% | $3,636-61.8% | $2,597-46.5% |
| Participant deferral / active EE | $1,895 | $3,566-46.9% | $4,729-59.9% | $4,028-53.0% |
| Admin fee / account holder | $7,850 | $5,222+50.3% | $6,410+22.5% | $5,403+45.3% |