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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 | $91,308 | $30,732+197.1% | $59,496+53.5% | $59,633+53.1% |
| Participation rate | 48.5% | 43.2%+5.3pp | 54.6%-6.1pp | 68.7%-20.2pp |
| Annual return | -1.86% | 4.47%-6.3pp | 182.05%-183.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $951 | $631+50.8% | $1,153-17.5% | $2,203-56.8% |
| Participant deferral / active EE | $1,373 | $1,183+16.1% | $1,829-24.9% | $3,192-57.0% |
| Admin fee / account holder | $5,425 | $2,136+153.9% | $2,232+143.0% | $4,297+26.2% |