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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 | $56,147 | $54,357+3.3% | $82,706-32.1% | $68,495-18.0% |
| Participation rate | 68.5% | 63.9%+4.6pp | 72.6%-4.0pp | 67.9%+0.6pp |
| Annual return | -18.09% | -13.67%-4.4pp | 701.76%-719.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $694 | $2,218-68.7% | $3,007-76.9% | $2,596-73.3% |
| Participant deferral / active EE | $2,226 | $3,246-31.4% | $4,394-49.3% | $4,028-44.7% |
| Admin fee / account holder | $1,445 | $4,396-67.1% | $5,329-72.9% | $5,403-73.3% |