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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 | $71,582 | $42,914+66.8% | $60,888+17.6% | $68,498+4.5% |
| Participation rate | 57.6% | 66.8%-9.2pp | 73.1%-15.5pp | 67.9%-10.3pp |
| Annual return | -12.81% | -13.99%+1.2pp | 16.91%-29.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,455 | $1,979-26.5% | $2,702-46.2% | $2,596-44.0% |
| Participant deferral / active EE | $2,237 | $2,868-22.0% | $3,817-41.4% | $4,027-44.4% |
| Admin fee / account holder | $21,708 | $3,102+599.7% | $3,225+573.1% | $5,403+301.8% |