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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 | $219,723 | $134,001+64.0% | $112,258+95.7% | $134,509+63.4% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | -16.00% | 47.15%-63.2pp | 27.47%-43.5pp | 418.13%-434.1pp |
| Employer contribution / active EE | $11,765 | $4,039+191.3% | $3,636+223.6% | $4,741+148.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,105 | $7,491+8.2% | $6,411+26.4% | $11,427-29.1% |