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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 | $121,906 | $27,639+341.1% | $61,501+98.2% | $68,490+78.0% |
| Participation rate | 11.9% | 39.5%-27.6pp | 52.6%-40.6pp | 67.9%-56.0pp |
| Annual return | -13.98% | -13.19%-0.8pp | 339.04%-353.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $374 | $696-46.2% | $1,160-67.7% | $2,597-85.6% |
| Participant deferral / active EE | $1,072 | $1,264-15.2% | $2,125-49.5% | $4,028-73.4% |
| Admin fee / account holder | $2,834 | $2,012+40.8% | $2,132+32.9% | $5,403-47.6% |