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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 | $115,149 | $134,001-14.1% | $112,258+2.6% | $134,509-14.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.98% | 47.15%-64.1pp | 27.47%-44.4pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,230 | $4,039-44.8% | $3,636-38.7% | $4,741-53.0% |
| Participant deferral / active EE | $6,475 | $5,291+22.4% | $4,728+36.9% | $6,400+1.2% |
| Admin fee / account holder | $2,671 | $7,491-64.3% | $6,411-58.3% | $11,427-76.6% |