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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 | $60,288 | $133,981-55.0% | $112,249-46.3% | $134,532-55.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -5.73% | 47.16%-52.9pp | 27.48%-33.2pp | 418.27%-424.0pp |
| Employer contribution / active EE | $3,874 | $4,040-4.1% | $3,636+6.5% | $4,741-18.3% |
| Participant deferral / active EE | $3,473 | $5,292-34.4% | $4,729-26.6% | $6,401-45.7% |
| Admin fee / account holder | $29,331 | $7,492+291.5% | $6,412+357.4% | $11,429+156.6% |