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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 | $245,916 | $95,917+156.4% | $79,583+209.0% | $134,545+82.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -14.78% | -2.70%-12.1pp | 0.16%-14.9pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,338 | $3,129-57.2% | $2,414-44.6% | $4,742-71.8% |
| Participant deferral / active EE | $5,701 | $4,694+21.5% | $3,986+43.0% | $6,401-10.9% |
| Admin fee / account holder | $12,572 | $9,132+37.7% | $6,835+83.9% | $11,431+10.0% |