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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 | $56,214 | $27,632+103.4% | $61,452-8.5% | $68,486-17.9% |
| Participation rate | 37.9% | 39.5%-1.6pp | 52.6%-14.7pp | 67.9%-30.0pp |
| Annual return | -16.33% | -13.24%-3.1pp | 338.96%-355.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $932 | $696+34.0% | $1,160-19.6% | $2,597-64.1% |
| Participant deferral / active EE | $1,816 | $1,264+43.7% | $2,125-14.5% | $4,028-54.9% |
| Admin fee / account holder | $528 | $2,010-73.7% | $2,131-75.2% | $5,404-90.2% |