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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 | $248,418 | $95,917+159.0% | $79,583+212.2% | $134,545+84.6% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -17.81% | -2.70%-15.1pp | 0.16%-18.0pp | 418.37%-436.2pp |
| Employer contribution / active EE | $870 | $3,129-72.2% | $2,414-63.9% | $4,742-81.6% |
| Participant deferral / active EE | $4,956 | $4,694+5.6% | $3,986+24.3% | $6,401-22.6% |
| Admin fee / account holder | $30,473 | $9,132+233.7% | $6,835+345.8% | $11,431+166.6% |