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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 | $69,367 | $93,117-25.5% | $77,096-10.0% | $134,532-48.4% |
| Participation rate | 45.0% | 74.5%-29.5pp | 67.9%-22.9pp | 81.2%-36.2pp |
| Annual return | -16.99% | 62.67%-79.7pp | 42.35%-59.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,825 | $3,420-46.6% | $2,814-35.2% | $4,741-61.5% |
| Participant deferral / active EE | $2,470 | $5,241-52.9% | $4,429-44.2% | $6,401-61.4% |
| Admin fee / account holder | $4,600 | $6,948-33.8% | $5,428-15.3% | $11,429-59.7% |