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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 | $33,736 | $25,979+29.9% | $71,778-53.0% | $68,490-50.7% |
| Participation rate | 44.1% | 54.5%-10.4pp | 62.3%-18.3pp | 67.9%-23.8pp |
| Annual return | -13.27% | -15.10%+1.8pp | 9.15%-22.4pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $917 | $1,522-39.8% | $2,656-65.5% | $4,028-77.2% |
| Admin fee / account holder | $10,345 | $2,022+411.7% | $3,974+160.3% | $5,403+91.5% |