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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 | $209,052 | $133,981+56.0% | $112,249+86.2% | $134,532+55.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.56% | 47.16%-63.7pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,496 | $4,040-38.2% | $3,636-31.4% | $4,741-47.4% |
| Participant deferral / active EE | $9,360 | $5,292+76.9% | $4,729+97.9% | $6,401+46.2% |
| Admin fee / account holder | $251,632 | $7,492+3258.8% | $6,412+3824.2% | $11,429+2101.8% |