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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 | $60,462 | $44,850+34.8% | $60,547-0.1% | $59,633+1.4% |
| Participation rate | 64.2% | 59.5%+4.7pp | 68.0%-3.8pp | 68.7%-4.5pp |
| Annual return | -1.96% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $3,237 | $1,462+121.4% | $2,419+33.8% | $2,203+47.0% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,099 | $3,635-42.3% | $4,536-53.7% | $4,297-51.1% |