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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 | $78,439 | $54,370+44.3% | $82,763-5.2% | $68,490+14.5% |
| Participation rate | 31.3% | 63.9%-32.7pp | 72.6%-41.3pp | 67.9%-36.6pp |
| Annual return | -11.69% | -13.67%+2.0pp | 702.45%-714.1pp | -7.85%-3.8pp |
| Employer contribution / active EE | $497 | $2,219-77.6% | $3,008-83.5% | $2,597-80.9% |
| Participant deferral / active EE | $7,062 | $3,247+117.5% | $4,395+60.7% | $4,028+75.3% |
| Admin fee / account holder | $29,397 | $4,398+568.4% | $5,325+452.0% | $5,403+444.1% |