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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 | $163,358 | $133,981+21.9% | $112,249+45.5% | $134,532+21.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -14.13% | 47.16%-61.3pp | 27.48%-41.6pp | 418.27%-432.4pp |
| Employer contribution / active EE | $27,471 | $4,040+580.0% | $3,636+655.5% | $4,741+479.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $533 | $7,492-92.9% | $6,412-91.7% | $11,429-95.3% |