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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 | $18,423 | $27,639-33.3% | $61,501-70.0% | $68,490-73.1% |
| Participation rate | 40.6% | 39.5%+1.1pp | 52.6%-11.9pp | 67.9%-27.3pp |
| Annual return | -19.14% | -13.19%-5.9pp | 339.04%-358.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $678 | $696-2.6% | $1,160-41.5% | $2,597-73.9% |
| Participant deferral / active EE | $1,821 | $1,264+44.1% | $2,125-14.3% | $4,028-54.8% |
| Admin fee / account holder | $3,060 | $2,012+52.1% | $2,132+43.6% | $5,403-43.4% |