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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 | $194,265 | $78,694+146.9% | $67,653+187.1% | $125,388+54.9% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -1.40% | 9.46%-10.9pp | 6625.22%-6626.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,748 | $3,044-9.7% | $2,266+21.3% | $4,866-43.5% |
| Participant deferral / active EE | $9,646 | $4,292+124.7% | $3,560+171.0% | $5,352+80.2% |
| Admin fee / account holder | $1,075 | $7,403-85.5% | $4,821-77.7% | $9,541-88.7% |