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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 | $72,716 | $152,597-52.3% | $117,533-38.1% | $134,532-45.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -5.68% | 53.04%-58.7pp | 29.77%-35.4pp | 418.27%-423.9pp |
| Employer contribution / active EE | $2,275 | $5,576-59.2% | $4,179-45.6% | $4,741-52.0% |
| Participant deferral / active EE | $7,267 | $4,821+50.7% | $4,072+78.4% | $6,401+13.5% |
| Admin fee / account holder | $3,484 | $7,007-50.3% | $5,647-38.3% | $11,429-69.5% |