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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 | $158,517 | $67,352+135.4% | $60,899+160.3% | $134,509+17.8% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.1%-8.8pp | 81.2%-16.9pp |
| Annual return | -8.40% | 49.99%-58.4pp | 16.92%-25.3pp | 418.13%-426.5pp |
| Employer contribution / active EE | $7,311 | $3,098+136.0% | $2,702+170.5% | $4,741+54.2% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12,776 | $4,585+178.7% | $3,225+296.2% | $11,427+11.8% |