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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 | $58,121 | $131,835-55.9% | $108,582-46.5% | $273,972-78.8% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.6%-36.7pp | 83.0%-40.2pp |
| Annual return | 7.77% | -91.57%+99.3pp | -51.70%+59.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,751 | $4,913-64.4% | $3,758-53.4% | $4,869-64.0% |
| Participant deferral / active EE | $3,354 | $5,127-34.6% | $4,311-22.2% | $5,287-36.6% |
| Admin fee / account holder | $74,389 | $10,253+625.6% | $7,645+873.0% | $10,133+634.2% |