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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 | $101,711 | $78,694+29.2% | $67,652+50.3% | $125,389-18.9% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -1.01% | 9.46%-10.5pp | 6625.40%-6626.4pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,946 | $3,044-36.1% | $2,266-14.1% | $4,866-60.0% |
| Participant deferral / active EE | $5,684 | $4,292+32.4% | $3,560+59.7% | $5,352+6.2% |
| Admin fee / account holder | $611 | $7,403-91.8% | $4,821-87.3% | $9,541-93.6% |