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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 | $64,138 | $27,632+132.1% | $61,452+4.4% | $68,486-6.3% |
| Participation rate | 32.0% | 39.5%-7.5pp | 52.6%-20.6pp | 67.9%-35.9pp |
| Annual return | -11.86% | -13.24%+1.4pp | 338.96%-350.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $348 | $696-49.9% | $1,160-70.0% | $2,597-86.6% |
| Participant deferral / active EE | $745 | $1,264-41.0% | $2,125-64.9% | $4,028-81.5% |
| Admin fee / account holder | $952 | $2,010-52.6% | $2,131-55.3% | $5,404-82.4% |