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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 | $63,756 | $133,981-52.4% | $112,249-43.2% | $134,532-52.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -13.83% | 47.16%-61.0pp | 27.48%-41.3pp | 418.27%-432.1pp |
| Employer contribution / active EE | $2,050 | $4,040-49.3% | $3,636-43.6% | $4,741-56.8% |
| Participant deferral / active EE | $2,090 | $5,292-60.5% | $4,729-55.8% | $6,401-67.3% |
| Admin fee / account holder | $6,645 | $7,492-11.3% | $6,412+3.6% | $11,429-41.9% |