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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 | $86,387 | $30,732+181.1% | $59,496+45.2% | $59,633+44.9% |
| Participation rate | 28.2% | 43.2%-15.0pp | 54.6%-26.4pp | 68.7%-40.5pp |
| Annual return | -0.98% | 4.47%-5.4pp | 182.05%-183.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $797 | $631+26.4% | $1,153-30.8% | $2,203-63.8% |
| Participant deferral / active EE | $2,125 | $1,183+79.7% | $1,829+16.2% | $3,192-33.4% |
| Admin fee / account holder | $7,896 | $2,136+269.6% | $2,232+253.7% | $4,297+83.8% |