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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 | $91,287 | $133,981-31.9% | $112,249-18.7% | $134,532-32.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -17.11% | 47.16%-64.3pp | 27.48%-44.6pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,606 | $4,040-60.2% | $3,636-55.8% | $4,741-66.1% |
| Participant deferral / active EE | $7,145 | $5,292+35.0% | $4,729+51.1% | $6,401+11.6% |
| Admin fee / account holder | $5,296 | $7,492-29.3% | $6,412-17.4% | $11,429-53.7% |