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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 | $242,222 | $95,915+152.5% | $79,580+204.4% | $134,532+80.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -16.68% | -2.71%-14.0pp | 0.15%-16.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $4,983 | $3,129+59.3% | $2,413+106.5% | $4,741+5.1% |
| Participant deferral / active EE | $6,067 | $4,693+29.3% | $3,985+52.2% | $6,401-5.2% |
| Admin fee / account holder | $122,945 | $9,132+1246.4% | $6,835+1698.7% | $11,429+975.8% |