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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 | $87,896 | $142,392-38.3% | $119,622-26.5% | $134,532-34.7% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.3%-10.8pp | 81.2%-12.8pp |
| Annual return | -14.62% | -12.46%-2.2pp | -14.98%+0.4pp | 418.27%-432.9pp |
| Employer contribution / active EE | $3,084 | $5,224-41.0% | $4,232-27.1% | $4,741-34.9% |
| Participant deferral / active EE | $6,209 | $6,467-4.0% | $5,601+10.9% | $6,401-3.0% |
| Admin fee / account holder | $45,110 | $13,593+231.9% | $10,328+336.8% | $11,429+294.7% |