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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 | $87,497 | $95,975-8.8% | $74,549+17.4% | $135,379-35.4% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -5.04% | 56.96%-62.0pp | 32.53%-37.6pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,187 | $2,716-56.3% | $1,961-39.5% | $4,779-75.2% |
| Participant deferral / active EE | $2,678 | $3,844-30.3% | $3,108-13.8% | $5,609-52.3% |
| Admin fee / account holder | $1,132 | $6,522-82.6% | $5,059-77.6% | $10,828-89.5% |