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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 | $89,720 | $106,557-15.8% | $91,227-1.7% | $134,545-33.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -17.59% | 160.81%-178.4pp | 114.14%-131.7pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,661 | $3,332-50.1% | $2,851-41.7% | $4,742-65.0% |
| Participant deferral / active EE | $6,330 | $4,719+34.1% | $4,234+49.5% | $6,401-1.1% |
| Admin fee / account holder | $667 | $6,235-89.3% | $5,423-87.7% | $11,431-94.2% |