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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 | $73,415 | $93,124-21.2% | $77,100-4.8% | $134,545-45.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.55% | 62.68%-81.2pp | 42.35%-60.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,589 | $3,421-24.3% | $2,815-8.0% | $4,742-45.4% |
| Participant deferral / active EE | $5,126 | $5,242-2.2% | $4,430+15.7% | $6,401-19.9% |
| Admin fee / account holder | $964 | $6,970-86.2% | $5,443-82.3% | $11,431-91.6% |