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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 | $34,453 | $27,639+24.7% | $61,501-44.0% | $68,490-49.7% |
| Participation rate | 48.1% | 39.5%+8.6pp | 52.6%-4.4pp | 67.9%-19.7pp |
| Annual return | -14.31% | -13.19%-1.1pp | 339.04%-353.4pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,580 | $1,264+104.2% | $2,125+21.5% | $4,028-35.9% |
| Admin fee / account holder | $2,398 | $2,012+19.1% | $2,132+12.5% | $5,403-55.6% |