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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 | $103,773 | $93,124+11.4% | $77,100+34.6% | $134,545-22.9% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -13.41% | 62.68%-76.1pp | 42.35%-55.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $1,303 | $3,421-61.9% | $2,815-53.7% | $4,742-72.5% |
| Participant deferral / active EE | $3,236 | $5,242-38.3% | $4,430-26.9% | $6,401-49.4% |
| Admin fee / account holder | $13,172 | $6,970+89.0% | $5,443+142.0% | $11,431+15.2% |