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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 | $77,171 | $67,352+14.6% | $60,899+26.7% | $134,509-42.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | -11.47% | 49.99%-61.5pp | 16.92%-28.4pp | 418.13%-429.6pp |
| Employer contribution / active EE | $6,960 | $3,098+124.7% | $2,702+157.6% | $4,741+46.8% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,537 | $4,585-66.5% | $3,225-52.4% | $11,427-86.6% |