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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 | $209,412 | $133,998+56.3% | $112,263+86.5% | $134,545+55.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.43% | 47.17%-63.6pp | 27.49%-43.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,229 | $4,040-20.1% | $3,636-11.2% | $4,742-31.9% |
| Participant deferral / active EE | $10,783 | $5,292+103.8% | $4,729+128.0% | $6,401+68.5% |
| Admin fee / account holder | $405 | $7,493-94.6% | $6,410-93.7% | $11,431-96.5% |