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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 | $74,928 | $67,352+11.2% | $60,899+23.0% | $134,509-44.3% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.1%-11.2pp | 81.2%-19.3pp |
| Annual return | -16.49% | 49.99%-66.5pp | 16.92%-33.4pp | 418.13%-434.6pp |
| Employer contribution / active EE | $3,216 | $3,098+3.8% | $2,702+19.0% | $4,741-32.2% |
| Participant deferral / active EE | $3,163 | $4,539-30.3% | $3,817-17.1% | $6,400-50.6% |
| Admin fee / account holder | $10,257 | $4,585+123.7% | $3,225+218.0% | $11,427-10.2% |