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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 | $51,015 | $93,124-45.2% | $77,100-33.8% | $134,545-62.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -14.63% | 62.68%-77.3pp | 42.35%-57.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,841 | $3,421-46.2% | $2,815-34.6% | $4,742-61.2% |
| Participant deferral / active EE | $7,612 | $5,242+45.2% | $4,430+71.8% | $6,401+18.9% |
| Admin fee / account holder | $1,223 | $6,970-82.5% | $5,443-77.5% | $11,431-89.3% |