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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 | $244,132 | $133,981+82.2% | $112,249+117.5% | $134,532+81.5% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.1pp |
| Annual return | -18.07% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,257 | $4,040-68.9% | $3,636-65.4% | $4,741-73.5% |
| Participant deferral / active EE | $5,000 | $5,292-5.5% | $4,729+5.7% | $6,401-21.9% |
| Admin fee / account holder | $13,491 | $7,492+80.1% | $6,412+110.4% | $11,429+18.0% |