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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 | $75,520 | $78,694-4.0% | $67,652+11.6% | $125,389-39.8% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | -2.05% | 9.46%-11.5pp | 6625.40%-6627.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,568 | $3,044-48.5% | $2,266-30.8% | $4,866-67.8% |
| Participant deferral / active EE | $2,976 | $4,292-30.7% | $3,560-16.4% | $5,352-44.4% |
| Admin fee / account holder | $3,508 | $7,403-52.6% | $4,821-27.2% | $9,541-63.2% |