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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 | $225,385 | $84,628+166.3% | $61,501+266.5% | $134,545+67.5% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -16.69% | 585.61%-602.3pp | 339.04%-355.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $796 | $1,545-48.5% | $1,160-31.4% | $4,742-83.2% |
| Participant deferral / active EE | $3,454 | $2,819+22.6% | $2,125+62.6% | $6,401-46.0% |
| Admin fee / account holder | $1,651 | $2,587-36.2% | $2,132-22.5% | $11,431-85.6% |