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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 | $54,728 | $61,660-11.2% | $80,022-31.6% | $64,173-14.7% |
| Participation rate | 57.9% | 71.7%-13.8pp | 75.8%-17.9pp | 69.6%-11.7pp |
| Annual return | -4.78% | -0.33%-4.5pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,001 | $1,810-44.7% | $2,468-59.4% | $2,381-58.0% |
| Participant deferral / active EE | $1,512 | $2,968-49.1% | $3,686-59.0% | $3,470-56.4% |
| Admin fee / account holder | $13,723 | $5,417+153.3% | $6,521+110.4% | $4,887+180.8% |