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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 | $80,104 | $133,998-40.2% | $112,263-28.6% | $134,545-40.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.42% | 47.17%-67.6pp | 27.49%-47.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,690 | $4,040-58.2% | $3,636-53.5% | $4,742-64.4% |
| Participant deferral / active EE | $7,909 | $5,292+49.4% | $4,729+67.2% | $6,401+23.6% |
| Admin fee / account holder | $990 | $7,493-86.8% | $6,410-84.6% | $11,431-91.3% |