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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 | $61,751 | $82,630-25.3% | $64,105-3.7% | $125,389-50.8% |
| Participation rate | 60.9% | 75.9%-15.0pp | 68.2%-7.3pp | 83.2%-22.3pp |
| Annual return | -0.04% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,479 | $2,671-44.6% | $1,820-18.8% | $4,866-69.6% |
| Participant deferral / active EE | $3,789 | $3,608+5.0% | $2,822+34.3% | $5,352-29.2% |
| Admin fee / account holder | $7,701 | $6,382+20.7% | $4,499+71.2% | $9,541-19.3% |