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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 | $67,396+225.5% | $60,919+260.1% | $134,545+63.1% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.1%-26.9pp | 81.2%-35.1pp |
| Annual return | -17.64% | 50.12%-67.8pp | 16.96%-34.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,481 | $3,101-52.2% | $2,704-45.2% | $4,742-68.8% |
| Participant deferral / active EE | $3,880 | $4,534-14.4% | $3,814+1.7% | $6,401-39.4% |
| Admin fee / account holder | $7,316 | $4,590+59.4% | $3,228+126.7% | $11,431-36.0% |