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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 | $120,795 | $106,549+13.4% | $91,225+32.4% | $134,509-10.2% |
| Participation rate | 60.9% | 76.8%-15.9pp | 73.2%-12.3pp | 81.2%-20.4pp |
| Annual return | -9.82% | 160.73%-170.6pp | 114.10%-123.9pp | 418.13%-428.0pp |
| Employer contribution / active EE | $1,239 | $3,331-62.8% | $2,851-56.5% | $4,741-73.9% |
| Participant deferral / active EE | $3,566 | $4,719-24.4% | $4,234-15.8% | $6,400-44.3% |
| Admin fee / account holder | $5,754 | $6,234-7.7% | $5,422+6.1% | $11,427-49.6% |