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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 | $246,739 | $134,001+84.1% | $112,258+119.8% | $134,509+83.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.27% | 47.15%-64.4pp | 27.47%-44.7pp | 418.13%-435.4pp |
| Employer contribution / active EE | $13,825 | $4,039+242.3% | $3,636+280.3% | $4,741+191.6% |
| Participant deferral / active EE | $6,500 | $5,291+22.8% | $4,728+37.5% | $6,400+1.6% |
| Admin fee / account holder | $1,147 | $7,491-84.7% | $6,411-82.1% | $11,427-90.0% |