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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 | $99,232 | $64,719+53.3% | $112,249-11.6% | $68,486+44.9% |
| Participation rate | 43.1% | 67.2%-24.0pp | 75.1%-32.0pp | 67.9%-24.8pp |
| Annual return | -12.78% | -11.40%-1.4pp | 27.48%-40.3pp | -7.85%-4.9pp |
| Employer contribution / active EE | $1,072 | $2,747-61.0% | $3,636-70.5% | $2,597-58.7% |
| Participant deferral / active EE | $2,080 | $3,565-41.7% | $4,729-56.0% | $4,028-48.4% |
| Admin fee / account holder | $10,100 | $5,232+93.0% | $6,412+57.5% | $5,404+86.9% |