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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 | $90,024 | $95,979-6.2% | $74,551+20.8% | $135,380-33.5% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -6.08% | 56.97%-63.1pp | 32.53%-38.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $7,222 | $2,716+165.9% | $1,961+268.3% | $4,779+51.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,596 | $6,522-14.2% | $5,059+10.6% | $10,828-48.3% |