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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 | $72,082 | $67,396+7.0% | $60,919+18.3% | $134,545-46.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -16.82% | 50.12%-66.9pp | 16.96%-33.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,750 | $4,534+115.0% | $3,814+155.6% | $6,401+52.3% |
| Admin fee / account holder | $1,248 | $4,590-72.8% | $3,228-61.3% | $11,431-89.1% |