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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 | $70,331 | $73,863-4.8% | $143,797-51.1% | $68,490+2.7% |
| Participation rate | 7.8% | 66.7%-58.8pp | 80.3%-72.5pp | 67.9%-60.1pp |
| Annual return | -8.10% | 0.91%-9.0pp | -0.04%-8.1pp | -7.85%-0.2pp |
| Employer contribution / active EE | $1,561 | $3,185-51.0% | $4,952-68.5% | $2,597-39.9% |
| Participant deferral / active EE | $3,961 | $3,385+17.0% | $5,638-29.7% | $4,028-1.6% |
| Admin fee / account holder | $5,826 | $5,756+1.2% | $14,679-60.3% | $5,403+7.8% |