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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 | $66,014 | $133,981-50.7% | $112,249-41.2% | $134,532-50.9% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -19.80% | 47.16%-67.0pp | 27.48%-47.3pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,923 | $4,040-52.4% | $3,636-47.1% | $4,741-59.4% |
| Participant deferral / active EE | $6,239 | $5,292+17.9% | $4,729+31.9% | $6,401-2.5% |
| Admin fee / account holder | $649 | $7,492-91.3% | $6,412-89.9% | $11,429-94.3% |