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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 | $221,731 | $95,917+131.2% | $79,583+178.6% | $134,545+64.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -20.06% | -2.70%-17.4pp | 0.16%-20.2pp | 418.37%-438.4pp |
| Employer contribution / active EE | $6,709 | $3,129+114.4% | $2,414+178.0% | $4,742+41.5% |
| Participant deferral / active EE | $10,754 | $4,694+129.1% | $3,986+169.8% | $6,401+68.0% |
| Admin fee / account holder | $15,140 | $9,132+65.8% | $6,835+121.5% | $11,431+32.4% |