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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 | $50,376 | $152,542-67.0% | $117,498-57.1% | $134,509-62.5% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -14.39% | 53.02%-67.4pp | 29.75%-44.1pp | 418.13%-432.5pp |
| Employer contribution / active EE | $1,936 | $5,574-65.3% | $4,178-53.7% | $4,741-59.2% |
| Participant deferral / active EE | $10,904 | $4,819+126.3% | $4,071+167.8% | $6,400+70.4% |
| Admin fee / account holder | $556 | $7,006-92.1% | $5,646-90.2% | $11,427-95.1% |