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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 | $183,001 | $92,219+98.4% | $76,766+138.4% | $135,382+35.2% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -7.11% | 5.46%-12.6pp | 2.43%-9.5pp | 519.77%-526.9pp |
| Employer contribution / active EE | $13,846 | $3,216+330.6% | $2,485+457.2% | $4,779+189.7% |
| Participant deferral / active EE | $7,038 | $4,508+56.1% | $3,851+82.7% | $5,609+25.5% |
| Admin fee / account holder | $8,806 | $10,749-18.1% | $6,675+31.9% | $10,829-18.7% |