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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 | $104,123 | $67,372+54.5% | $60,906+71.0% | $134,532-22.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -17.40% | 50.05%-67.4pp | 16.94%-34.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,320 | $3,099-25.2% | $2,703-14.2% | $4,741-51.1% |
| Participant deferral / active EE | $13,200 | $4,532+191.2% | $3,814+246.1% | $6,401+106.2% |
| Admin fee / account holder | $10,053 | $4,588+119.1% | $3,227+211.5% | $11,429-12.0% |