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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 | $65,134 | $75,962-14.3% | $154,111-57.7% | $64,173+1.5% |
| Participation rate | 49.3% | 70.4%-21.1pp | 83.0%-33.7pp | 69.6%-20.3pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,123 | $3,350-36.6% | $5,298-59.9% | $2,381-10.8% |
| Participant deferral / active EE | $3,213 | $3,175+1.2% | $5,081-36.8% | $3,470-7.4% |
| Admin fee / account holder | $4,232 | $5,589-24.3% | $13,411-68.4% | $4,887-13.4% |