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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 | $186,822 | $95,895+94.8% | $79,576+134.8% | $134,509+38.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -5.71% | -2.72%-3.0pp | 0.15%-5.9pp | 418.13%-423.8pp |
| Employer contribution / active EE | $852 | $3,128-72.8% | $2,413-64.7% | $4,741-82.0% |
| Participant deferral / active EE | $3,388 | $4,693-27.8% | $3,985-15.0% | $6,400-47.1% |
| Admin fee / account holder | $1,967 | $9,129-78.5% | $6,834-71.2% | $11,427-82.8% |