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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 | $219,401 | $67,352+225.8% | $60,899+260.3% | $134,509+63.1% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.1%-27.0pp | 81.2%-35.1pp |
| Annual return | -17.64% | 49.99%-67.6pp | 16.92%-34.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,481 | $3,098-52.2% | $2,702-45.2% | $4,741-68.8% |
| Participant deferral / active EE | $3,880 | $4,539-14.5% | $3,817+1.6% | $6,400-39.4% |
| Admin fee / account holder | $7,316 | $4,585+59.6% | $3,225+126.9% | $11,427-36.0% |