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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 | $109,296 | $152,542-28.4% | $117,498-7.0% | $134,509-18.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.55% | 53.02%-68.6pp | 29.75%-45.3pp | 418.13%-433.7pp |
| Employer contribution / active EE | $2,429 | $5,574-56.4% | $4,178-41.9% | $4,741-48.8% |
| Participant deferral / active EE | $4,267 | $4,819-11.5% | $4,071+4.8% | $6,400-33.3% |
| Admin fee / account holder | $798 | $7,006-88.6% | $5,646-85.9% | $11,427-93.0% |