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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 | $98,309 | $82,674+18.9% | $125,363-21.6% | $68,495+43.5% |
| Participation rate | 64.2% | 75.0%-10.9pp | 82.4%-18.2pp | 67.9%-3.7pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.15%-589.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,950 | $3,382-42.3% | $4,815-59.5% | $2,596-24.9% |
| Participant deferral / active EE | $4,758 | $6,111-22.1% | $7,447-36.1% | $4,028+18.1% |
| Admin fee / account holder | $11,205 | $6,276+78.5% | $10,005+12.0% | $5,403+107.4% |