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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 | $49,294 | $27,639+78.4% | $61,501-19.8% | $68,490-28.0% |
| Participation rate | 37.0% | 39.5%-2.5pp | 52.6%-15.5pp | 67.9%-30.9pp |
| Annual return | -14.33% | -13.19%-1.1pp | 339.04%-353.4pp | -7.85%-6.5pp |
| Employer contribution / active EE | $712 | $696+2.2% | $1,160-38.6% | $2,597-72.6% |
| Participant deferral / active EE | $1,725 | $1,264+36.5% | $2,125-18.8% | $4,028-57.2% |
| Admin fee / account holder | $538 | $2,012-73.3% | $2,132-74.8% | $5,403-90.0% |