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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 | $154,021 | $211,946-27.3% | $169,452-9.1% | $135,379+13.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -6.54% | 3.26%-9.8pp | 1.83%-8.4pp | 519.79%-526.3pp |
| Employer contribution / active EE | $9,000 | $5,117+75.9% | $4,157+116.5% | $4,779+88.3% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $1,623 | $11,472-85.9% | $9,110-82.2% | $10,828-85.0% |