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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 | $55,433 | $54,355+2.0% | $82,744-33.0% | $68,486-19.1% |
| Participation rate | 68.3% | 63.9%+4.3pp | 72.6%-4.3pp | 67.9%+0.4pp |
| Annual return | -13.08% | -13.67%+0.6pp | 702.22%-715.3pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,066 | $2,219-51.9% | $3,008-64.6% | $2,597-58.9% |
| Participant deferral / active EE | $2,041 | $3,246-37.1% | $4,395-53.6% | $4,028-49.3% |
| Admin fee / account holder | $545 | $4,397-87.6% | $5,325-89.8% | $5,404-89.9% |