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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 | $105,237 | $93,098+13.0% | $77,081+36.5% | $134,509-21.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -10.96% | 62.63%-73.6pp | 42.33%-53.3pp | 418.13%-429.1pp |
| Employer contribution / active EE | $1,320 | $3,419-61.4% | $2,813-53.1% | $4,741-72.2% |
| Participant deferral / active EE | $4,052 | $5,239-22.7% | $4,428-8.5% | $6,400-36.7% |
| Admin fee / account holder | $4,845 | $6,945-30.2% | $5,427-10.7% | $11,427-57.6% |