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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 | $144,989 | $32,117+351.4% | $71,089+104.0% | $64,173+125.9% |
| Participation rate | 10.6% | 42.7%-32.1pp | 54.6%-44.0pp | 69.6%-58.9pp |
| Annual return | -6.95% | -5.57%-1.4pp | 650.65%-657.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $481 | $712-32.4% | $1,088-55.8% | $2,381-79.8% |
| Participant deferral / active EE | $1,949 | $1,263+54.3% | $1,873+4.1% | $3,470-43.8% |
| Admin fee / account holder | $930 | $2,759-66.3% | $3,082-69.8% | $4,887-81.0% |