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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 | $115,058 | $142,409-19.2% | $119,634-3.8% | $134,545-14.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.96% | -12.46%-6.5pp | -14.98%-4.0pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,284 | $5,224-75.4% | $4,232-69.7% | $4,742-72.9% |
| Participant deferral / active EE | $6,581 | $6,468+1.7% | $5,601+17.5% | $6,401+2.8% |
| Admin fee / account holder | $904 | $13,594-93.3% | $10,329-91.2% | $11,431-92.1% |