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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 | $199,291 | $140,592+41.8% | $123,105+61.9% | $125,389+58.9% |
| Participation rate | 68.8% | 88.2%-19.4pp | 86.8%-18.0pp | 83.2%-14.4pp |
| Annual return | -0.77% | 16.80%-17.6pp | 13.22%-14.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $32,210 | $6,041+433.2% | $5,151+525.3% | $4,866+561.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $54,268 | $11,198+384.6% | $9,014+502.0% | $9,541+468.8% |