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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 | $46,257 | $45,566+1.5% | $64,105-27.8% | $59,633-22.4% |
| Participation rate | 62.5% | 60.2%+2.3pp | 68.2%-5.7pp | 68.7%-6.2pp |
| Annual return | -2.52% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,361 | $2,057-33.8% | $2,822-51.8% | $3,192-57.4% |
| Admin fee / account holder | $1,561 | $3,268-52.2% | $4,499-65.3% | $4,297-63.7% |