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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 | $145,408 | $27,632+426.2% | $61,452+136.6% | $68,486+112.3% |
| Participation rate | 15.6% | 39.5%-23.9pp | 52.6%-36.9pp | 67.9%-52.3pp |
| Annual return | -10.92% | -13.24%+2.3pp | 338.96%-349.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $531 | $696-23.7% | $1,160-54.2% | $2,597-79.5% |
| Participant deferral / active EE | $1,930 | $1,264+52.8% | $2,125-9.1% | $4,028-52.1% |
| Admin fee / account holder | $90,910 | $2,010+4422.4% | $2,131+4166.1% | $5,404+1582.3% |