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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 | $70,296 | $91,537-23.2% | $130,045-45.9% | $75,173-6.5% |
| Participation rate | 60.0% | 71.5%-11.5pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 15.13% | -631.55%+646.7pp | -137.30%+152.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,894 | $2,845-33.4% | $4,321-56.2% | $2,671-29.1% |
| Participant deferral / active EE | $5,089 | $4,343+17.2% | $5,820-12.6% | $4,126+23.3% |
| Admin fee / account holder | $17,082 | $6,780+152.0% | $10,600+61.1% | $5,651+202.3% |