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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 | $80,175 | $133,998-40.2% | $112,263-28.6% | $134,545-40.4% |
| Participation rate | 11.1% | 78.6%-67.4pp | 75.1%-64.0pp | 81.2%-70.1pp |
| Annual return | -19.51% | 47.17%-66.7pp | 27.49%-47.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,063 | $4,040-73.7% | $3,636-70.8% | $4,742-77.6% |
| Participant deferral / active EE | $4,841 | $5,292-8.5% | $4,729+2.4% | $6,401-24.4% |
| Admin fee / account holder | $10,662 | $7,493+42.3% | $6,410+66.3% | $11,431-6.7% |