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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 | $73,348 | $67,372+8.9% | $60,906+20.4% | $134,532-45.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -10.35% | 50.05%-60.4pp | 16.94%-27.3pp | 418.27%-428.6pp |
| Employer contribution / active EE | $859 | $3,099-72.3% | $2,703-68.2% | $4,741-81.9% |
| Participant deferral / active EE | $2,890 | $4,532-36.2% | $3,814-24.2% | $6,401-54.8% |
| Admin fee / account holder | $10,673 | $4,588+132.6% | $3,227+230.8% | $11,429-6.6% |