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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 | $8,120 | $27,639-70.6% | $61,501-86.8% | $68,490-88.1% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -20.12% | -13.19%-6.9pp | 339.04%-359.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $949 | $696+36.3% | $1,160-18.2% | $2,597-63.5% |
| Participant deferral / active EE | $1,446 | $1,264+14.4% | $2,125-31.9% | $4,028-64.1% |
| Admin fee / account holder | $892 | $2,012-55.7% | $2,132-58.1% | $5,403-83.5% |