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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 | $105,501 | $134,001-21.3% | $112,258-6.0% | $134,509-21.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -14.59% | 47.15%-61.7pp | 27.47%-42.1pp | 418.13%-432.7pp |
| Employer contribution / active EE | $1,256 | $4,039-68.9% | $3,636-65.5% | $4,741-73.5% |
| Participant deferral / active EE | $7,447 | $5,291+40.7% | $4,728+57.5% | $6,400+16.4% |
| Admin fee / account holder | $52,937 | $7,491+606.7% | $6,411+725.7% | $11,427+363.3% |