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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 | $80,181 | $93,124-13.9% | $77,100+4.0% | $134,545-40.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -12.89% | 62.68%-75.6pp | 42.35%-55.2pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,350 | $3,421-60.5% | $2,815-52.0% | $4,742-71.5% |
| Participant deferral / active EE | $3,134 | $5,242-40.2% | $4,430-29.2% | $6,401-51.0% |
| Admin fee / account holder | $770 | $6,970-89.0% | $5,443-85.9% | $11,431-93.3% |