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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 | $94,031 | $73,009+28.8% | $90,760+3.6% | $68,486+37.3% |
| Participation rate | 58.0% | 70.8%-12.9pp | 75.7%-17.7pp | 67.9%-9.9pp |
| Annual return | -15.01% | -13.81%-1.2pp | -12.16%-2.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $638 | $2,193-70.9% | $2,922-78.2% | $2,597-75.4% |
| Participant deferral / active EE | $3,529 | $3,626-2.7% | $4,565-22.7% | $4,028-12.4% |
| Admin fee / account holder | $21,969 | $5,896+272.6% | $8,444+160.2% | $5,404+306.6% |