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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 | $99,513 | $95,975+3.7% | $74,549+33.5% | $135,379-26.5% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -2.04% | 56.96%-59.0pp | 32.53%-34.6pp | 519.79%-521.8pp |
| Employer contribution / active EE | $1,203 | $2,716-55.7% | $1,961-38.7% | $4,779-74.8% |
| Participant deferral / active EE | $2,493 | $3,844-35.1% | $3,108-19.8% | $5,609-55.6% |
| Admin fee / account holder | $68,555 | $6,522+951.2% | $5,059+1255.1% | $10,828+533.1% |