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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 | $42,910+66.8% | $60,919+17.5% | $68,490+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 | 16.96%-29.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,455 | $1,978-26.5% | $2,704-46.2% | $2,597-44.0% |
| Participant deferral / active EE | $2,237 | $2,866-21.9% | $3,814-41.3% | $4,028-44.4% |
| Admin fee / account holder | $21,708 | $3,104+599.2% | $3,228+572.6% | $5,403+301.8% |