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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 | $235,766 | $129,959+81.4% | $104,301+126.0% | $134,509+75.3% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -12.63% | 42.04%-54.7pp | 24.61%-37.2pp | 418.13%-430.8pp |
| Employer contribution / active EE | $4,403 | $4,185+5.2% | $3,373+30.5% | $4,741-7.1% |
| Participant deferral / active EE | $9,950 | $5,589+78.0% | $4,626+115.1% | $6,400+55.5% |
| Admin fee / account holder | $137,058 | $9,325+1369.8% | $7,340+1767.2% | $11,427+1099.5% |