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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 | $226,382 | $95,975+135.9% | $74,549+203.7% | $135,379+67.2% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -5.09% | 56.96%-62.1pp | 32.53%-37.6pp | 519.79%-524.9pp |
| Employer contribution / active EE | $1,377 | $2,716-49.3% | $1,961-29.8% | $4,779-71.2% |
| Participant deferral / active EE | $5,611 | $3,844+46.0% | $3,108+80.5% | $5,6090% |
| Admin fee / account holder | $15,221 | $6,522+133.4% | $5,059+200.9% | $10,828+40.6% |