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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 | $91,614 | $67,396+35.9% | $60,919+50.4% | $134,545-31.9% |
| Participation rate | 30.4% | 76.2%-45.8pp | 73.1%-42.7pp | 81.2%-50.8pp |
| Annual return | -6.45% | 50.12%-56.6pp | 16.96%-23.4pp | 418.37%-424.8pp |
| Employer contribution / active EE | $1,412 | $3,101-54.5% | $2,704-47.8% | $4,742-70.2% |
| Participant deferral / active EE | $3,918 | $4,534-13.6% | $3,814+2.7% | $6,401-38.8% |
| Admin fee / account holder | $12,401 | $4,590+170.2% | $3,228+284.2% | $11,431+8.5% |