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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 | $85,564 | $42,383+101.9% | $76,518+11.8% | $64,173+33.3% |
| Participation rate | 29.2% | 58.1%-28.9pp | 68.0%-38.8pp | 69.6%-40.4pp |
| Annual return | -7.14% | -16.54%+9.4pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $434 | $1,563-72.2% | $2,647-83.6% | $2,381-81.8% |
| Participant deferral / active EE | $1,951 | $2,566-24.0% | $3,836-49.1% | $3,470-43.8% |
| Admin fee / account holder | $12,120 | $3,198+279.0% | $4,849+150.0% | $4,887+148.0% |