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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 | $28,160 | $84,551-66.7% | $61,452-54.2% | $134,532-79.1% |
| Participation rate | 61.9% | 62.2%-0.3pp | 52.6%+9.3pp | 81.2%-19.3pp |
| Annual return | -17.05% | 585.39%-602.4pp | 338.96%-356.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $784 | $1,545-49.2% | $1,160-32.4% | $4,741-83.5% |
| Participant deferral / active EE | $3,544 | $2,818+25.8% | $2,125+66.8% | $6,401-44.6% |
| Admin fee / account holder | $2,137 | $2,587-17.4% | $2,131+0.3% | $11,429-81.3% |