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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 | $87,729 | $97,732-10.2% | $83,831+4.6% | $135,380-35.2% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -4.03% | 1287.56%-1291.6pp | 850.99%-855.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,331 | $4,222-68.5% | $3,631-63.3% | $4,779-72.1% |
| Participant deferral / active EE | $6,767 | $4,683+44.5% | $4,082+65.8% | $5,609+20.7% |
| Admin fee / account holder | $18,548 | $6,675+177.9% | $5,479+238.6% | $10,828+71.3% |