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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 | $66,977 | $82,674-19.0% | $125,381-46.6% | $68,486-2.2% |
| Participation rate | 61.5% | 75.1%-13.5pp | 82.4%-20.8pp | 67.9%-6.4pp |
| Annual return | -18.67% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,803 | $3,382-17.1% | $4,815-41.8% | $2,597+8.0% |
| Participant deferral / active EE | $2,725 | $6,111-55.4% | $7,448-63.4% | $4,028-32.3% |
| Admin fee / account holder | $16,588 | $6,277+164.3% | $10,007+65.8% | $5,404+207.0% |