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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 | $174,173 | $100,805+72.8% | $86,698+100.9% | $134,532+29.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -8.17% | 29.09%-37.3pp | 35.95%-44.1pp | 418.27%-426.4pp |
| Employer contribution / active EE | $6,012 | $3,490+72.3% | $2,837+111.9% | $4,741+26.8% |
| Participant deferral / active EE | $18,752 | $5,339+251.2% | $4,656+302.7% | $6,401+193.0% |
| Admin fee / account holder | $1,081 | $10,925-90.1% | $7,493-85.6% | $11,429-90.5% |