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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 | $64,985 | $104,116-37.6% | $71,089-8.6% | $135,380-52.0% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.6%+12.0pp | 82.6%-16.0pp |
| Annual return | -8.85% | 1256.51%-1265.4pp | 650.65%-659.5pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,802 | $1,485+21.4% | $1,088+65.7% | $4,779-62.3% |
| Participant deferral / active EE | $4,264 | $2,524+69.0% | $1,873+127.7% | $5,609-24.0% |
| Admin fee / account holder | $586 | $4,142-85.9% | $3,082-81.0% | $10,828-94.6% |