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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 | $74,085 | $73,863+0.3% | $143,797-48.5% | $68,490+8.2% |
| Participation rate | 30.0% | 66.7%-36.7pp | 80.3%-50.3pp | 67.9%-37.9pp |
| Annual return | -17.25% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $398 | $3,185-87.5% | $4,952-92.0% | $2,597-84.7% |
| Participant deferral / active EE | $1,502 | $3,385-55.6% | $5,638-73.4% | $4,028-62.7% |
| Admin fee / account holder | $902 | $5,756-84.3% | $14,679-93.9% | $5,403-83.3% |