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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 | $146,877 | $67,396+117.9% | $60,919+141.1% | $134,545+9.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -15.89% | 50.12%-66.0pp | 16.96%-32.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $6,033 | $3,101+94.5% | $2,704+123.1% | $4,742+27.2% |
| Participant deferral / active EE | $10,250 | $4,534+126.1% | $3,814+168.7% | $6,401+60.1% |
| Admin fee / account holder | $1,429 | $4,590-68.9% | $3,228-55.7% | $11,431-87.5% |