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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 | $50,909 | $27,632+84.2% | $61,399-17.1% | $68,495-25.7% |
| Participation rate | 46.7% | 39.5%+7.2pp | 52.6%-5.9pp | 67.9%-21.2pp |
| Annual return | -11.43% | -13.24%+1.8pp | 338.81%-350.2pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,157 | $696+66.4% | $1,159-0.2% | $2,596-55.4% |
| Participant deferral / active EE | $2,260 | $1,264+78.9% | $2,124+6.4% | $4,028-43.9% |
| Admin fee / account holder | $6,088 | $2,010+202.9% | $2,131+185.7% | $5,403+12.7% |