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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 | $63,379 | $48,267+31.3% | $68,794-7.9% | $68,495-7.5% |
| Participation rate | 33.3% | 60.7%-27.3pp | 69.0%-35.7pp | 67.9%-34.6pp |
| Annual return | -2.92% | -12.70%+9.8pp | -6.37%+3.5pp | -7.84%+4.9pp |
| Employer contribution / active EE | $824 | $1,829-54.9% | $2,656-69.0% | $2,596-68.3% |
| Participant deferral / active EE | $2,279 | $2,867-20.5% | $3,941-42.2% | $4,028-43.4% |
| Admin fee / account holder | $11,703 | $4,362+168.3% | $4,934+137.2% | $5,403+116.6% |