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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 | $92,256 | $82,324+12.1% | $68,803+34.1% | $134,545-31.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -13.37% | -2.17%-11.2pp | -6.37%-7.0pp | 418.37%-431.7pp |
| Employer contribution / active EE | $3,300 | $3,3020% | $2,656+24.3% | $4,742-30.4% |
| Participant deferral / active EE | $13,000 | $4,740+174.3% | $3,942+229.8% | $6,401+103.1% |
| Admin fee / account holder | $929 | $6,485-85.7% | $4,936-81.2% | $11,431-91.9% |