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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 | $22,839 | $27,639-17.4% | $61,501-62.9% | $68,490-66.7% |
| Participation rate | 66.7% | 39.5%+27.2pp | 52.6%+14.1pp | 67.9%-1.2pp |
| Annual return | -14.88% | -13.19%-1.7pp | 339.04%-353.9pp | -7.85%-7.0pp |
| Employer contribution / active EE | $914 | $696+31.4% | $1,160-21.2% | $2,597-64.8% |
| Participant deferral / active EE | $2,223 | $1,264+75.9% | $2,125+4.6% | $4,028-44.8% |
| Admin fee / account holder | $923 | $2,012-54.1% | $2,132-56.7% | $5,403-82.9% |