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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 | $176,780 | $82,674+113.8% | $125,363+41.0% | $68,495+158.1% |
| Participation rate | 48.2% | 75.0%-26.8pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -9.82% | -5.97%-3.8pp | 572.15%-582.0pp | -7.84%-2.0pp |
| Employer contribution / active EE | $4,218 | $3,382+24.7% | $4,815-12.4% | $2,596+62.4% |
| Participant deferral / active EE | $4,265 | $6,111-30.2% | $7,447-42.7% | $4,028+5.9% |
| Admin fee / account holder | $3,471 | $6,276-44.7% | $10,005-65.3% | $5,403-35.8% |