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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 | $119,204 | $28,109+324.1% | $71,086+67.7% | $56,287+111.8% |
| Participation rate | 31.7% | 40.4%-8.7pp | 54.7%-22.9pp | 69.9%-38.1pp |
| Annual return | -6.68% | -615.05%+608.4pp | 650.59%-657.3pp | -9.96%+3.3pp |
| Employer contribution / active EE | $385 | $558-30.9% | $1,088-64.6% | $2,111-81.7% |
| Participant deferral / active EE | $1,483 | $1,116+32.9% | $1,874-20.9% | $3,350-55.7% |
| Admin fee / account holder | $849 | $585+45.2% | $3,082-72.5% | $521+63.0% |