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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 | $81,965 | $105,866-22.6% | $90,766-9.7% | $134,545-39.1% |
| Participation rate | 47.6% | 78.3%-30.6pp | 75.7%-28.1pp | 81.2%-33.6pp |
| Annual return | -10.19% | -10.99%+0.8pp | -12.16%+2.0pp | 418.37%-428.6pp |
| Employer contribution / active EE | $970 | $3,464-72.0% | $2,922-66.8% | $4,742-79.5% |
| Participant deferral / active EE | $3,209 | $5,217-38.5% | $4,565-29.7% | $6,401-49.9% |
| Admin fee / account holder | $1,031 | $13,938-92.6% | $8,446-87.8% | $11,431-91.0% |