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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 | $24,357 | $27,639-11.9% | $61,501-60.4% | $68,490-64.4% |
| Participation rate | 45.7% | 39.5%+6.2pp | 52.6%-6.9pp | 67.9%-22.2pp |
| Annual return | -18.46% | -13.19%-5.3pp | 339.04%-357.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $850 | $696+22.1% | $1,160-26.7% | $2,597-67.3% |
| Participant deferral / active EE | $1,846 | $1,264+46.1% | $2,125-13.1% | $4,028-54.2% |
| Admin fee / account holder | $2,327 | $2,012+15.6% | $2,132+9.2% | $5,403-56.9% |