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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 | $74,877 | $152,597-50.9% | $117,533-36.3% | $134,532-44.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -12.15% | 53.04%-65.2pp | 29.77%-41.9pp | 418.27%-430.4pp |
| Employer contribution / active EE | $901 | $5,576-83.8% | $4,179-78.4% | $4,741-81.0% |
| Participant deferral / active EE | $5,774 | $4,821+19.8% | $4,072+41.8% | $6,401-9.8% |
| Admin fee / account holder | $1,838 | $7,007-73.8% | $5,647-67.4% | $11,429-83.9% |