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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 | $41,002 | $95,915-57.3% | $79,580-48.5% | $134,532-69.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -19.54% | -2.71%-16.8pp | 0.15%-19.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $2,373 | $3,129-24.1% | $2,413-1.7% | $4,741-49.9% |
| Participant deferral / active EE | $8,187 | $4,693+74.4% | $3,985+105.4% | $6,401+27.9% |
| Admin fee / account holder | $35,866 | $9,132+292.8% | $6,835+424.7% | $11,429+213.8% |