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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 | $78,816 | $93,117-15.4% | $77,096+2.2% | $134,532-41.4% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -17.74% | 62.67%-80.4pp | 42.35%-60.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,589 | $3,420+4.9% | $2,814+27.5% | $4,741-24.3% |
| Participant deferral / active EE | $6,310 | $5,241+20.4% | $4,429+42.5% | $6,401-1.4% |
| Admin fee / account holder | $6,574 | $6,948-5.4% | $5,428+21.1% | $11,429-42.5% |