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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 | $26,206 | $28,109-6.8% | $71,089-63.1% | $56,289-53.4% |
| Participation rate | 61.1% | 40.4%+20.7pp | 54.6%+6.5pp | 69.9%-8.7pp |
| Annual return | -8.15% | -615.05%+606.9pp | 650.65%-658.8pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,121 | $558+101.1% | $1,088+3.1% | $2,111-46.9% |
| Participant deferral / active EE | $2,073 | $1,116+85.8% | $1,873+10.7% | $3,350-38.1% |
| Admin fee / account holder | $407 | $585-30.4% | $3,082-86.8% | $521-21.9% |