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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 | $99,881 | $93,124+7.3% | $77,100+29.5% | $134,545-25.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -8.30% | 62.68%-71.0pp | 42.35%-50.7pp | 418.37%-426.7pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,844 | $5,242+87.8% | $4,430+122.2% | $6,401+53.8% |
| Admin fee / account holder | $601 | $6,970-91.4% | $5,443-89.0% | $11,431-94.7% |