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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 | $28,367 | $27,639+2.6% | $61,501-53.9% | $68,490-58.6% |
| Participation rate | 21.6% | 39.5%-17.9pp | 52.6%-31.0pp | 67.9%-46.3pp |
| Annual return | -20.39% | -13.19%-7.2pp | 339.04%-359.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $286 | $696-58.9% | $1,160-75.3% | $2,597-89.0% |
| Participant deferral / active EE | $1,446 | $1,264+14.4% | $2,125-32.0% | $4,028-64.1% |
| Admin fee / account holder | $849 | $2,012-57.8% | $2,132-60.2% | $5,403-84.3% |