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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 | $30,163 | $27,632+9.2% | $61,452-50.9% | $68,486-56.0% |
| Participation rate | 69.0% | 39.5%+29.5pp | 52.6%+16.5pp | 67.9%+1.2pp |
| Annual return | -14.37% | -13.24%-1.1pp | 338.96%-353.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,280 | $696+83.9% | $1,160+10.4% | $2,597-50.7% |
| Participant deferral / active EE | $901 | $1,264-28.7% | $2,125-57.6% | $4,028-77.6% |
| Admin fee / account holder | $1,679 | $2,010-16.5% | $2,131-21.2% | $5,404-68.9% |