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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 | $95,161 | $92,219+3.2% | $76,768+24.0% | $135,379-29.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -3.05% | 5.46%-8.5pp | 2.43%-5.5pp | 519.79%-522.8pp |
| Employer contribution / active EE | $670 | $3,216-79.2% | $2,485-73.0% | $4,779-86.0% |
| Participant deferral / active EE | $1,915 | $4,508-57.5% | $3,852-50.3% | $5,609-65.9% |
| Admin fee / account holder | $1,151 | $10,749-89.3% | $6,675-82.8% | $10,828-89.4% |