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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 | $129,639 | $95,975+35.1% | $74,549+73.9% | $135,379-4.2% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.78% | 56.96%-63.7pp | 32.53%-39.3pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,817 | $2,716-33.1% | $1,961-7.3% | $4,779-62.0% |
| Participant deferral / active EE | $4,832 | $3,844+25.7% | $3,108+55.5% | $5,609-13.9% |
| Admin fee / account holder | $3,052 | $6,522-53.2% | $5,059-39.7% | $10,828-71.8% |