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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 | $30,630 | $131,835-76.8% | $108,582-71.8% | $273,972-88.8% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 7.29% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $5,094 | $4,913+3.7% | $3,758+35.5% | $4,869+4.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,125 | $10,253-89.0% | $7,645-85.3% | $10,133-88.9% |