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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 | $33,677 | $93,117-63.8% | $77,096-56.3% | $134,532-75.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -19.69% | 62.67%-82.4pp | 42.35%-62.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,092 | $3,420-9.6% | $2,814+9.9% | $4,741-34.8% |
| Participant deferral / active EE | $7,576 | $5,241+44.5% | $4,429+71.0% | $6,401+18.4% |
| Admin fee / account holder | $4,621 | $6,948-33.5% | $5,428-14.9% | $11,429-59.6% |