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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 | $76,986 | $54,355+41.6% | $82,744-7.0% | $68,486+12.4% |
| Participation rate | 52.0% | 63.9%-11.9pp | 72.6%-20.6pp | 67.9%-15.9pp |
| Annual return | -16.47% | -13.67%-2.8pp | 702.22%-718.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,414 | $2,219-36.2% | $3,008-53.0% | $2,597-45.5% |
| Participant deferral / active EE | $4,571 | $3,246+40.8% | $4,395+4.0% | $4,028+13.5% |
| Admin fee / account holder | $5,338 | $4,397+21.4% | $5,325+0.2% | $5,404-1.2% |