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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 | $51,649 | $27,639+86.9% | $61,501-16.0% | $68,490-24.6% |
| Participation rate | 15.6% | 39.5%-24.0pp | 52.6%-37.0pp | 67.9%-52.3pp |
| Annual return | -20.71% | -13.19%-7.5pp | 339.04%-359.8pp | -7.85%-12.9pp |
| Employer contribution / active EE | $445 | $696-36.1% | $1,160-61.6% | $2,597-82.9% |
| Participant deferral / active EE | $2,290 | $1,264+81.3% | $2,125+7.8% | $4,028-43.1% |
| Admin fee / account holder | $6,696 | $2,012+232.8% | $2,132+214.2% | $5,403+23.9% |