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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 | $230,858 | $42,383+444.7% | $76,523+201.7% | $64,181+259.7% |
| Participation rate | 10.7% | 58.1%-47.4pp | 68.0%-57.3pp | 69.6%-58.9pp |
| Annual return | -8.64% | -16.54%+7.9pp | -0.27%-8.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $290 | $1,563-81.5% | $2,647-89.1% | $2,381-87.8% |
| Participant deferral / active EE | $2,408 | $2,566-6.2% | $3,835-37.2% | $3,470-30.6% |
| Admin fee / account holder | $1,310 | $3,198-59.0% | $4,848-73.0% | $4,887-73.2% |