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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 | $58,616 | $56,197+4.3% | $67,652-13.4% | $59,633-1.7% |
| Participation rate | 68.1% | 71.5%-3.4pp | 75.7%-7.6pp | 68.7%-0.6pp |
| Annual return | -1.30% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,031 | $2,844+6.6% | $3,560-14.8% | $3,192-5.0% |
| Admin fee / account holder | $5,340 | $3,958+34.9% | $4,821+10.8% | $4,297+24.3% |