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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 | $77,791 | $60,989+27.6% | $60,906+27.7% | $66,938+16.2% |
| Participation rate | 25.5% | 74.5%-49.0pp | 73.1%-47.6pp | 69.8%-44.3pp |
| Annual return | -14.78% | -9.60%-5.2pp | 16.94%-31.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $914 | $2,661-65.6% | $2,703-66.2% | $2,545-64.1% |
| Participant deferral / active EE | $2,235 | $3,615-38.2% | $3,814-41.4% | $4,238-47.3% |
| Admin fee / account holder | $9,282 | $338+2642.5% | $3,227+187.6% | $594+1464.0% |