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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 | $29,684 | $54,370-45.4% | $82,763-64.1% | $68,490-56.7% |
| Participation rate | 67.3% | 63.9%+3.4pp | 72.6%-5.3pp | 67.9%-0.6pp |
| Annual return | -16.93% | -13.67%-3.3pp | 702.45%-719.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,610 | $2,219-27.4% | $3,008-46.5% | $2,597-38.0% |
| Participant deferral / active EE | $1,516 | $3,247-53.3% | $4,395-65.5% | $4,028-62.4% |
| Admin fee / account holder | $4,876 | $4,398+10.9% | $5,325-8.4% | $5,403-9.8% |