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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 | $55,386 | $87,546-36.7% | $75,784-26.9% | $125,389-55.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.79% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.0pp |
| Employer contribution / active EE | $12,323 | $3,930+213.6% | $3,323+270.8% | $4,866+153.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,476 | $6,503+15.0% | $5,300+41.1% | $9,541-21.6% |