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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 | $87,940 | $84,697+3.8% | $73,845+19.1% | $125,393-29.9% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -1.10% | 3123.66%-3124.8pp | 2267.91%-2269.0pp | 282.23%-283.3pp |
| Employer contribution / active EE | $2,147 | $3,123-31.3% | $2,788-23.0% | $4,866-55.9% |
| Participant deferral / active EE | $2,775 | $3,993-30.5% | $3,583-22.6% | $5,351-48.1% |
| Admin fee / account holder | $5,252 | $5,692-7.7% | $4,881+7.6% | $9,541-44.9% |