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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 | $60,384 | $45,566+32.5% | $64,105-5.8% | $59,633+1.3% |
| Participation rate | 56.1% | 60.2%-4.1pp | 68.2%-12.1pp | 68.7%-12.6pp |
| Annual return | -1.59% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,063 | $934+13.8% | $1,820-41.6% | $2,203-51.7% |
| Participant deferral / active EE | $2,881 | $2,057+40.1% | $2,822+2.1% | $3,192-9.7% |
| Admin fee / account holder | $7,765 | $3,268+137.6% | $4,499+72.6% | $4,297+80.7% |