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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 | $216,923 | $142,392+52.3% | $119,622+81.3% | $134,532+61.2% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.79% | -12.46%-3.3pp | -14.98%-0.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,260 | $5,224-56.7% | $4,232-46.6% | $4,741-52.3% |
| Participant deferral / active EE | $9,192 | $6,467+42.1% | $5,601+64.1% | $6,401+43.6% |
| Admin fee / account holder | $260,991 | $13,593+1820.1% | $10,328+2427.1% | $11,429+2183.7% |