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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 | $146,245 | $54,370+169.0% | $82,763+76.7% | $68,490+113.5% |
| Participation rate | 53.1% | 63.9%-10.8pp | 72.6%-19.4pp | 67.9%-14.8pp |
| Annual return | -18.99% | -13.67%-5.3pp | 702.45%-721.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,076 | $2,219-51.5% | $3,008-64.2% | $2,597-58.5% |
| Participant deferral / active EE | $2,814 | $3,247-13.3% | $4,395-36.0% | $4,028-30.1% |
| Admin fee / account holder | $3,332 | $4,398-24.2% | $5,325-37.4% | $5,403-38.3% |