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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 | $121,927 | $32,117+279.6% | $71,089+71.5% | $64,173+90.0% |
| Participation rate | 27.0% | 42.7%-15.7pp | 54.6%-27.6pp | 69.6%-42.5pp |
| Annual return | -7.83% | -5.57%-2.3pp | 650.65%-658.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $841 | $712+18.1% | $1,088-22.7% | $2,381-64.7% |
| Participant deferral / active EE | $2,541 | $1,263+101.2% | $1,873+35.7% | $3,470-26.8% |
| Admin fee / account holder | $663 | $2,759-76.0% | $3,082-78.5% | $4,887-86.4% |