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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 | $228,405 | $95,895+138.2% | $79,576+187.0% | $134,509+69.8% |
| Participation rate | 68.4% | 75.0%-6.6pp | 69.5%-1.1pp | 81.2%-12.8pp |
| Annual return | -16.33% | -2.72%-13.6pp | 0.15%-16.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $2,115 | $3,128-32.4% | $2,413-12.4% | $4,741-55.4% |
| Participant deferral / active EE | $6,656 | $4,693+41.8% | $3,985+67.0% | $6,400+4.0% |
| Admin fee / account holder | $2,083 | $9,129-77.2% | $6,834-69.5% | $11,427-81.8% |