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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 | $98,535 | $54,370+81.2% | $82,763+19.1% | $68,490+43.9% |
| Participation rate | 60.7% | 63.9%-3.2pp | 72.6%-11.8pp | 67.9%-7.2pp |
| Annual return | -17.58% | -13.67%-3.9pp | 702.45%-720.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,194 | $2,219-46.2% | $3,008-60.3% | $2,597-54.0% |
| Participant deferral / active EE | $2,748 | $3,247-15.4% | $4,395-37.5% | $4,028-31.8% |
| Admin fee / account holder | $2,931 | $4,398-33.3% | $5,325-45.0% | $5,403-45.7% |