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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 | $117,291 | $81,870+43.3% | $119,622-1.9% | $68,486+71.3% |
| Participation rate | 58.7% | 71.9%-13.2pp | 79.3%-20.6pp | 67.9%-9.2pp |
| Annual return | -8.17% | -23.82%+15.6pp | -14.98%+6.8pp | -7.85%-0.3pp |
| Employer contribution / active EE | $1,092 | $2,692-59.4% | $4,232-74.2% | $2,597-58.0% |
| Participant deferral / active EE | $2,167 | $4,148-47.8% | $5,601-61.3% | $4,028-46.2% |
| Admin fee / account holder | $8,897 | $6,583+35.2% | $10,328-13.9% | $5,404+64.7% |