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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 | $101,774 | $95,895+6.1% | $79,576+27.9% | $134,509-24.3% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -8.85% | -2.72%-6.1pp | 0.15%-9.0pp | 418.13%-427.0pp |
| Employer contribution / active EE | $646 | $3,128-79.4% | $2,413-73.2% | $4,741-86.4% |
| Participant deferral / active EE | $1,308 | $4,693-72.1% | $3,985-67.2% | $6,400-79.6% |
| Admin fee / account holder | $59,407 | $9,129+550.7% | $6,834+769.3% | $11,427+419.9% |