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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 | $78,262 | $95,979-18.5% | $74,551+5.0% | $135,380-42.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.54% | 56.97%-64.5pp | 32.53%-40.1pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,102 | $2,716-59.4% | $1,961-43.8% | $4,779-76.9% |
| Participant deferral / active EE | $1,330 | $3,844-65.4% | $3,108-57.2% | $5,609-76.3% |
| Admin fee / account holder | $1,739 | $6,522-73.3% | $5,059-65.6% | $10,828-83.9% |