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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 | $66,872 | $45,152+48.1% | $73,836-9.4% | $59,633+12.1% |
| Participation rate | 64.5% | 64.0%+0.5pp | 73.4%-9.0pp | 68.7%-4.2pp |
| Annual return | -0.42% | 27.40%-27.8pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,092 | $1,901-42.6% | $2,787-60.8% | $2,203-50.4% |
| Participant deferral / active EE | $3,486 | $2,573+35.5% | $3,583-2.7% | $3,192+9.2% |
| Admin fee / account holder | $3,776 | $3,515+7.4% | $4,882-22.7% | $4,297-12.1% |