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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 | $89,052 | $45,602+95.3% | $117,533-24.2% | $66,938+33.0% |
| Participation rate | 61.3% | 57.6%+3.7pp | 70.6%-9.3pp | 69.8%-8.5pp |
| Annual return | -17.67% | -16.74%-0.9pp | 29.77%-47.4pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,470 | $2,845+57.1% | $4,072+9.8% | $4,238+5.5% |
| Admin fee / account holder | $1,755 | $661+165.6% | $5,647-68.9% | $594+195.7% |