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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 | $249,424 | $133,998+86.1% | $112,263+122.2% | $134,545+85.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.28% | 47.17%-66.5pp | 27.49%-46.8pp | 418.37%-437.6pp |
| Employer contribution / active EE | $902 | $4,040-77.7% | $3,636-75.2% | $4,742-81.0% |
| Participant deferral / active EE | $12,333 | $5,292+133.0% | $4,729+160.8% | $6,401+92.7% |
| Admin fee / account holder | $3,181 | $7,493-57.5% | $6,410-50.4% | $11,431-72.2% |