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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 | $213,524 | $95,895+122.7% | $79,576+168.3% | $134,509+58.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -12.99% | -2.72%-10.3pp | 0.15%-13.1pp | 418.13%-431.1pp |
| Employer contribution / active EE | $1,523 | $3,128-51.3% | $2,413-36.9% | $4,741-67.9% |
| Participant deferral / active EE | $6,016 | $4,693+28.2% | $3,985+51.0% | $6,400-6.0% |
| Admin fee / account holder | $5,117 | $9,129-44.0% | $6,834-25.1% | $11,427-55.2% |