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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 | $38,588 | $91,537-57.8% | $130,045-70.3% | $75,173-48.7% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 13.50% | -631.55%+645.0pp | -137.30%+150.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $2,328 | $2,845-18.2% | $4,321-46.1% | $2,671-12.8% |
| Participant deferral / active EE | $3,293 | $4,343-24.2% | $5,820-43.4% | $4,126-20.2% |
| Admin fee / account holder | $12,795 | $6,780+88.7% | $10,600+20.7% | $5,651+126.4% |