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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 | $56,011 | $32,117+74.4% | $71,086-21.2% | $64,173-12.7% |
| Participation rate | 37.1% | 42.7%-5.6pp | 54.7%-17.5pp | 69.6%-32.4pp |
| Annual return | -1.64% | -5.57%+3.9pp | 650.59%-652.2pp | 7.63%-9.3pp |
| Employer contribution / active EE | $539 | $712-24.4% | $1,088-50.5% | $2,381-77.4% |
| Participant deferral / active EE | $999 | $1,263-20.9% | $1,874-46.7% | $3,470-71.2% |
| Admin fee / account holder | $2,456 | $2,759-11.0% | $3,082-20.3% | $4,887-49.7% |