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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 | $81,336 | $92,684-12.2% | $82,706-1.7% | $134,509-39.5% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -8.35% | 945.84%-954.2pp | 701.76%-710.1pp | 418.13%-426.5pp |
| Employer contribution / active EE | $1,774 | $3,272-45.8% | $3,007-41.0% | $4,741-62.6% |
| Participant deferral / active EE | $7,352 | $4,800+53.2% | $4,394+67.3% | $6,400+14.9% |
| Admin fee / account holder | $860 | $5,982-85.6% | $5,329-83.9% | $11,427-92.5% |