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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 | $60,362 | $67,352-10.4% | $60,899-0.9% | $134,509-55.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -9.07% | 49.99%-59.1pp | 16.92%-26.0pp | 418.13%-427.2pp |
| Employer contribution / active EE | $7,800 | $3,098+151.8% | $2,702+188.6% | $4,741+64.5% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,932 | $4,585-14.2% | $3,225+21.9% | $11,427-65.6% |