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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 | $75,331 | $60,558+24.4% | - | $134,509-44.0% |
| Participation rate | 53.3% | 67.2%-13.8pp | - | 81.2%-27.9pp |
| Annual return | -17.04% | -11.14%-5.9pp | - | 418.13%-435.2pp |
| Employer contribution / active EE | $2,107 | $2,733-22.9% | - | $4,741-55.6% |
| Participant deferral / active EE | $8,685 | $4,114+111.1% | - | $6,400+35.7% |
| Admin fee / account holder | $12,085 | $4,039+199.2% | - | $11,427+5.8% |