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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 | $65,740 | $92,743-29.1% | $82,744-20.6% | $134,532-51.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -10.45% | 946.63%-957.1pp | 702.22%-712.7pp | 418.27%-428.7pp |
| Employer contribution / active EE | $2,446 | $3,273-25.3% | $3,008-18.7% | $4,741-48.4% |
| Participant deferral / active EE | $2,882 | $4,802-40.0% | $4,395-34.4% | $6,401-55.0% |
| Admin fee / account holder | $7,689 | $5,977+28.6% | $5,325+44.4% | $11,429-32.7% |