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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 | $77,016 | $26,549+190.1% | $61,501+25.2% | $66,949+15.0% |
| Participation rate | 13.8% | 38.1%-24.2pp | 52.6%-38.7pp | 69.8%-56.0pp |
| Annual return | -17.53% | -16.21%-1.3pp | 339.04%-356.6pp | 1.57%-19.1pp |
| Employer contribution / active EE | $184 | $651-71.7% | $1,160-84.1% | $2,545-92.8% |
| Participant deferral / active EE | $693 | $1,338-48.2% | $2,125-67.4% | $4,239-83.7% |
| Admin fee / account holder | $3,143 | $409+669.3% | $2,132+47.5% | $594+429.5% |