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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 | $24,450 | $27,639-11.5% | $61,501-60.2% | $68,490-64.3% |
| Participation rate | 52.9% | 39.5%+13.4pp | 52.6%+0.4pp | 67.9%-15.0pp |
| Annual return | -18.24% | -13.19%-5.0pp | 339.04%-357.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $841 | $696+20.8% | $1,160-27.5% | $2,597-67.6% |
| Participant deferral / active EE | $1,868 | $1,264+47.8% | $2,125-12.1% | $4,028-53.6% |
| Admin fee / account holder | $1,221 | $2,012-39.3% | $2,132-42.7% | $5,403-77.4% |