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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 | $249,421 | $167,352+49.0% | $143,788+73.5% | $134,509+85.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.74% | 0.47%-18.2pp | -0.03%-17.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,414 | $5,620-74.8% | $4,952-71.4% | $4,741-70.2% |
| Participant deferral / active EE | $9,428 | $6,447+46.2% | $5,638+67.2% | $6,400+47.3% |
| Admin fee / account holder | $90,638 | $18,091+401.0% | $14,675+517.6% | $11,427+693.2% |