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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 | $195,623 | $100,811+94.0% | $86,698+125.6% | $134,545+45.4% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -16.16% | 29.11%-45.3pp | 35.96%-52.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,224 | $3,490-64.9% | $2,837-56.8% | $4,742-74.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,935 | $10,926-27.4% | $7,492+5.9% | $11,431-30.6% |