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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 | $52,041 | $133,998-61.2% | $112,263-53.6% | $134,545-61.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -10.85% | 47.17%-58.0pp | 27.49%-38.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $3,799 | $4,040-6.0% | $3,636+4.5% | $4,742-19.9% |
| Participant deferral / active EE | $5,464 | $5,292+3.2% | $4,729+15.5% | $6,401-14.6% |
| Admin fee / account holder | $47,796 | $7,493+537.9% | $6,410+645.6% | $11,431+318.1% |