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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 | $82,426 | $95,979-14.1% | $74,551+10.6% | $135,380-39.1% |
| Participation rate | 38.5% | 75.7%-37.2pp | 69.1%-30.7pp | 82.6%-44.2pp |
| Annual return | -7.71% | 56.97%-64.7pp | 32.53%-40.2pp | 519.81%-527.5pp |
| Employer contribution / active EE | $771 | $2,716-71.6% | $1,961-60.7% | $4,779-83.9% |
| Participant deferral / active EE | $3,160 | $3,844-17.8% | $3,108+1.7% | $5,609-43.7% |
| Admin fee / account holder | $683 | $6,522-89.5% | $5,059-86.5% | $10,828-93.7% |