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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 | $89,648 | $105,867-15.3% | $90,760-1.2% | $134,532-33.4% |
| Participation rate | 65.2% | 78.3%-13.0pp | 75.7%-10.5pp | 81.2%-16.0pp |
| Annual return | -19.86% | -10.99%-8.9pp | -12.16%-7.7pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,304 | $3,464-33.5% | $2,922-21.2% | $4,741-51.4% |
| Participant deferral / active EE | $4,759 | $5,217-8.8% | $4,565+4.2% | $6,401-25.7% |
| Admin fee / account holder | $39,504 | $13,936+183.5% | $8,444+367.8% | $11,429+245.7% |