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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 | $96,972 | $27,632+250.9% | $61,399+57.9% | $68,495+41.6% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -12.31% | -13.24%+0.9pp | 338.81%-351.1pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,047 | $696+50.5% | $1,159-9.7% | $2,596-59.7% |
| Participant deferral / active EE | $3,110 | $1,264+146.1% | $2,124+46.4% | $4,028-22.8% |
| Admin fee / account holder | $1,912 | $2,010-4.9% | $2,131-10.3% | $5,403-64.6% |