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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 | $92,219 | $42,909+114.9% | $60,906+51.4% | $68,486+34.7% |
| Participation rate | 51.3% | 66.8%-15.5pp | 73.1%-21.8pp | 67.9%-16.6pp |
| Annual return | -12.85% | -13.99%+1.1pp | 16.94%-29.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,361 | $1,979-31.2% | $2,703-49.7% | $2,597-47.6% |
| Participant deferral / active EE | $2,287 | $2,866-20.2% | $3,814-40.0% | $4,028-43.2% |
| Admin fee / account holder | $7,419 | $3,104+139.0% | $3,227+129.9% | $5,404+37.3% |