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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 | $116,481 | $134,001-13.1% | $112,258+3.8% | $134,509-13.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.52% | 47.15%-63.7pp | 27.47%-44.0pp | 418.13%-434.7pp |
| Employer contribution / active EE | $3,202 | $4,039-20.7% | $3,636-11.9% | $4,741-32.5% |
| Participant deferral / active EE | $6,981 | $5,291+31.9% | $4,728+47.6% | $6,400+9.1% |
| Admin fee / account holder | $26,735 | $7,491+256.9% | $6,411+317.0% | $11,427+134.0% |