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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 | $142,231 | $57,352+148.0% | $83,831+69.7% | $64,173+121.6% |
| Participation rate | 25.4% | 68.6%-43.2pp | 76.1%-50.7pp | 69.6%-44.1pp |
| Annual return | -6.54% | 11.38%-17.9pp | 850.99%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $716 | $2,546-71.9% | $3,631-80.3% | $2,381-69.9% |
| Participant deferral / active EE | $2,497 | $2,993-16.6% | $4,082-38.8% | $3,470-28.0% |
| Admin fee / account holder | $2,159 | $4,046-46.6% | $5,479-60.6% | $4,887-55.8% |