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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 | $37,951 | $93,124-59.2% | $77,100-50.8% | $134,545-71.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -18.98% | 62.68%-81.7pp | 42.35%-61.3pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,763 | $3,421-19.2% | $2,815-1.8% | $4,742-41.7% |
| Participant deferral / active EE | $10,698 | $5,242+104.1% | $4,430+141.5% | $6,401+67.1% |
| Admin fee / account holder | $448 | $6,970-93.6% | $5,443-91.8% | $11,431-96.1% |