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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 | $98,500 | $138,075-28.7% | $123,552-20.3% | $135,379-27.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,621 | $5,152-68.5% | $4,628-65.0% | $4,779-66.1% |
| Participant deferral / active EE | $10,105 | $6,800+48.6% | $6,426+57.2% | $5,609+80.1% |
| Admin fee / account holder | $4,124 | $10,917-62.2% | $9,285-55.6% | $10,828-61.9% |