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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 | $91,335 | $73,863+23.7% | $143,797-36.5% | $68,490+33.4% |
| Participation rate | 55.9% | 66.7%-10.8pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | -14.31% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,170 | $3,185-63.3% | $4,952-76.4% | $2,597-55.0% |
| Participant deferral / active EE | $1,808 | $3,385-46.6% | $5,638-67.9% | $4,028-55.1% |
| Admin fee / account holder | $38,519 | $5,756+569.2% | $14,679+162.4% | $5,403+612.9% |