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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 | $52,043 | $32,117+62.0% | $71,086-26.8% | $64,173-18.9% |
| Participation rate | 24.5% | 42.7%-18.2pp | 54.7%-30.2pp | 69.6%-45.1pp |
| Annual return | -5.65% | -5.57%-0.1pp | 650.59%-656.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $568 | $712-20.3% | $1,088-47.8% | $2,381-76.1% |
| Participant deferral / active EE | $1,672 | $1,263+32.4% | $1,874-10.8% | $3,470-51.8% |
| Admin fee / account holder | $759 | $2,759-72.5% | $3,082-75.4% | $4,887-84.5% |