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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 | $69,809 | $82,678-15.6% | $125,391-44.3% | $68,490+1.9% |
| Participation rate | 51.7% | 75.1%-23.3pp | 82.4%-30.7pp | 67.9%-16.2pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,065 | $3,382-68.5% | $4,816-77.9% | $2,597-59.0% |
| Participant deferral / active EE | $4,284 | $6,111-29.9% | $7,448-42.5% | $4,028+6.4% |
| Admin fee / account holder | $6,503 | $6,277+3.6% | $10,009-35.0% | $5,403+20.4% |