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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 | $89,738 | $168,636-46.8% | $147,618-39.2% | $125,388-28.4% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -2.55% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,251 | $6,252-64.0% | $5,565-59.6% | $4,866-53.8% |
| Participant deferral / active EE | $4,915 | $5,507-10.8% | $4,895+0.4% | $5,352-8.2% |
| Admin fee / account holder | $851 | $13,580-93.7% | $11,612-92.7% | $9,541-91.1% |