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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 | $75,335 | $142,358-47.1% | $119,615-37.0% | $134,493-44.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.02% | -12.46%-5.6pp | -14.98%-3.0pp | 418.01%-436.0pp |
| Employer contribution / active EE | $3,306 | $5,223-36.7% | $4,232-21.9% | $4,740-30.3% |
| Participant deferral / active EE | $17,719 | $6,470+173.9% | $5,602+216.3% | $6,400+176.9% |
| Admin fee / account holder | $541 | $13,585-96.0% | $10,324-94.8% | $11,425-95.3% |