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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 | $42,319 | $32,117+31.8% | $71,086-40.5% | $64,181-34.1% |
| Participation rate | 46.7% | 42.7%+4.0pp | 54.7%-8.0pp | 69.6%-22.9pp |
| Annual return | -6.05% | -5.57%-0.5pp | 650.59%-656.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,023 | $712+43.6% | $1,088-6.0% | $2,381-57.0% |
| Participant deferral / active EE | $2,410 | $1,263+90.8% | $1,874+28.6% | $3,470-30.5% |
| Admin fee / account holder | $2,120 | $2,759-23.2% | $3,082-31.2% | $4,887-56.6% |