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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 | $64,717 | $81,870-21.0% | $119,608-45.9% | $68,495-5.5% |
| Participation rate | 48.7% | 71.9%-23.2pp | 79.3%-30.5pp | 67.9%-19.2pp |
| Annual return | -13.26% | -23.82%+10.6pp | -14.98%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,512 | $2,692-43.8% | $4,232-64.3% | $2,596-41.8% |
| Participant deferral / active EE | $3,131 | $4,148-24.5% | $5,601-44.1% | $4,028-22.3% |
| Admin fee / account holder | $9,056 | $6,583+37.6% | $10,326-12.3% | $5,403+67.6% |