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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 | $128,393 | $27,632+364.7% | $61,399+109.1% | $68,495+87.4% |
| Participation rate | 25.9% | 39.5%-13.6pp | 52.6%-26.6pp | 67.9%-42.0pp |
| Annual return | -17.31% | -13.24%-4.1pp | 338.81%-356.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $944 | $696+35.6% | $1,159-18.6% | $2,596-63.7% |
| Participant deferral / active EE | $1,456 | $1,264+15.2% | $2,124-31.5% | $4,028-63.8% |
| Admin fee / account holder | $2,045 | $2,010+1.7% | $2,131-4.0% | $5,403-62.2% |