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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 | $44,240 | $27,632+60.1% | $61,452-28.0% | $68,486-35.4% |
| Participation rate | 6.9% | 39.5%-32.6pp | 52.6%-45.7pp | 67.9%-61.0pp |
| Annual return | 1.05% | -13.24%+14.3pp | 338.96%-337.9pp | -7.85%+8.9pp |
| Employer contribution / active EE | $141 | $696-79.7% | $1,160-87.8% | $2,597-94.6% |
| Participant deferral / active EE | $1,414 | $1,264+11.9% | $2,125-33.5% | $4,028-64.9% |
| Admin fee / account holder | $438 | $2,010-78.2% | $2,131-79.5% | $5,404-91.9% |