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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 | $104,321 | $93,098+12.1% | $77,081+35.3% | $134,509-22.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -16.80% | 62.63%-79.4pp | 42.33%-59.1pp | 418.13%-434.9pp |
| Employer contribution / active EE | $433 | $3,419-87.3% | $2,813-84.6% | $4,741-90.9% |
| Participant deferral / active EE | $4,730 | $5,239-9.7% | $4,428+6.8% | $6,400-26.1% |
| Admin fee / account holder | $4,310 | $6,945-37.9% | $5,427-20.6% | $11,427-62.3% |