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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 | $95,938 | $67,396+42.3% | $60,919+57.5% | $134,545-28.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -7.92% | 50.12%-58.0pp | 16.96%-24.9pp | 418.37%-426.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,371 | $4,534-3.6% | $3,814+14.6% | $6,401-31.7% |
| Admin fee / account holder | $10,701 | $4,590+133.2% | $3,228+231.6% | $11,431-6.4% |