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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 | $94,722 | $59,813+58.4% | $79,580+19.0% | $68,486+38.3% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.0pp |
| Annual return | -15.14% | -12.30%-2.8pp | 0.15%-15.3pp | -7.85%-7.3pp |
| Employer contribution / active EE | $411 | $1,505-72.7% | $2,413-83.0% | $2,597-84.2% |
| Participant deferral / active EE | $1,547 | $3,024-48.9% | $3,985-61.2% | $4,028-61.6% |
| Admin fee / account holder | $4,486 | $4,835-7.2% | $6,835-34.4% | $5,404-17.0% |