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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 | $76,268 | $54,370+40.3% | $82,763-7.8% | $68,490+11.4% |
| Participation rate | 37.0% | 63.9%-26.9pp | 72.6%-35.5pp | 67.9%-30.9pp |
| Annual return | -11.13% | -13.67%+2.5pp | 702.45%-713.6pp | -7.85%-3.3pp |
| Employer contribution / active EE | $274 | $2,219-87.7% | $3,008-90.9% | $2,597-89.4% |
| Participant deferral / active EE | $4,336 | $3,247+33.5% | $4,395-1.3% | $4,028+7.6% |
| Admin fee / account holder | $461 | $4,398-89.5% | $5,325-91.3% | $5,403-91.5% |