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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 | $69,484 | $27,639+151.4% | $61,501+13.0% | $68,490+1.5% |
| Participation rate | 47.2% | 39.5%+7.7pp | 52.6%-5.4pp | 67.9%-20.7pp |
| Annual return | -16.46% | -13.19%-3.3pp | 339.04%-355.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,208 | $696+73.6% | $1,160+4.2% | $2,597-53.5% |
| Participant deferral / active EE | $3,865 | $1,264+205.8% | $2,125+81.9% | $4,028-4.1% |
| Admin fee / account holder | $694 | $2,012-65.5% | $2,132-67.4% | $5,403-87.1% |