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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 | $91,603 | $42,383+116.1% | $76,518+19.7% | $64,173+42.7% |
| Participation rate | 47.9% | 58.1%-10.2pp | 68.0%-20.1pp | 69.6%-21.6pp |
| Annual return | -6.80% | -16.54%+9.7pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,232 | $1,563-21.2% | $2,647-53.5% | $2,381-48.3% |
| Participant deferral / active EE | $2,947 | $2,566+14.8% | $3,836-23.2% | $3,470-15.1% |
| Admin fee / account holder | $6,706 | $3,198+109.7% | $4,849+38.3% | $4,887+37.2% |