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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 | $57,975 | $27,639+109.8% | $61,501-5.7% | $68,490-15.4% |
| Participation rate | 23.3% | 39.5%-16.2pp | 52.6%-29.2pp | 67.9%-44.6pp |
| Annual return | -15.98% | -13.19%-2.8pp | 339.04%-355.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $645 | $696-7.3% | $1,160-44.4% | $2,597-75.2% |
| Participant deferral / active EE | $2,545 | $1,264+101.4% | $2,125+19.8% | $4,028-36.8% |
| Admin fee / account holder | $7,706 | $2,012+282.9% | $2,132+261.5% | $5,403+42.6% |