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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 | $209,982 | $100,811+108.3% | $86,698+142.2% | $134,545+56.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.82% | 29.11%-45.9pp | 35.96%-52.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,367 | $3,490-60.8% | $2,837-51.8% | $4,742-71.2% |
| Participant deferral / active EE | $13,667 | $5,339+156.0% | $4,656+193.5% | $6,401+113.5% |
| Admin fee / account holder | $1,100 | $10,926-89.9% | $7,492-85.3% | $11,431-90.4% |