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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 | $211,130 | $190,879+10.6% | $160,009+31.9% | $134,532+56.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -19.24% | 552.63%-571.9pp | 408.85%-428.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,433 | $4,995-51.3% | $4,225-42.4% | $4,741-48.7% |
| Participant deferral / active EE | $11,500 | $6,924+66.1% | $6,183+86.0% | $6,401+79.7% |
| Admin fee / account holder | $4,586 | $10,495-56.3% | $8,715-47.4% | $11,429-59.9% |