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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 | $51,671 | $82,674-37.5% | $125,381-58.8% | $68,486-24.6% |
| Participation rate | 63.9% | 75.1%-11.2pp | 82.4%-18.5pp | 67.9%-4.0pp |
| Annual return | -8.64% | -5.97%-2.7pp | 572.31%-580.9pp | -7.85%-0.8pp |
| Employer contribution / active EE | $2,034 | $3,382-39.9% | $4,815-57.8% | $2,597-21.7% |
| Participant deferral / active EE | $6,687 | $6,111+9.4% | $7,448-10.2% | $4,028+66.0% |
| Admin fee / account holder | $1,616 | $6,277-74.3% | $10,007-83.9% | $5,404-70.1% |