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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 | $120,052 | $27,639+334.4% | $61,501+95.2% | $68,490+75.3% |
| Participation rate | 10.3% | 39.5%-29.3pp | 52.6%-42.3pp | 67.9%-57.6pp |
| Annual return | -16.13% | -13.19%-2.9pp | 339.04%-355.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $304 | $696-56.3% | $1,160-73.8% | $2,597-88.3% |
| Participant deferral / active EE | $1,493 | $1,264+18.2% | $2,125-29.7% | $4,028-62.9% |
| Admin fee / account holder | $973 | $2,012-51.7% | $2,132-54.4% | $5,403-82.0% |