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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 | $29,332 | $27,639+6.1% | $61,501-52.3% | $68,490-57.2% |
| Participation rate | 48.3% | 39.5%+8.8pp | 52.6%-4.3pp | 67.9%-19.6pp |
| Annual return | -4.96% | -13.19%+8.2pp | 339.04%-344.0pp | -7.85%+2.9pp |
| Employer contribution / active EE | $1,283 | $696+84.4% | $1,160+10.7% | $2,597-50.6% |
| Participant deferral / active EE | $1,799 | $1,264+42.4% | $2,125-15.3% | $4,028-55.3% |
| Admin fee / account holder | $372 | $2,012-81.5% | $2,132-82.6% | $5,403-93.1% |