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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 | $98,477 | $46,697+110.9% | $117,533-16.2% | $68,486+43.8% |
| Participation rate | 43.6% | 56.8%-13.2pp | 70.6%-27.0pp | 67.9%-24.3pp |
| Annual return | -13.17% | -14.52%+1.3pp | 29.77%-42.9pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,557 | $1,506+3.4% | $4,179-62.8% | $2,597-40.0% |
| Participant deferral / active EE | $3,493 | $2,637+32.4% | $4,072-14.2% | $4,028-13.3% |
| Admin fee / account holder | $31,172 | $4,023+674.9% | $5,647+452.0% | $5,404+476.9% |