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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 | $69,093 | $54,370+27.1% | $82,763-16.5% | $68,490+0.9% |
| Participation rate | 66.0% | 63.9%+2.0pp | 72.6%-6.6pp | 67.9%-1.9pp |
| Annual return | -13.34% | -13.67%+0.3pp | 702.45%-715.8pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,427 | $2,219-35.7% | $3,008-52.6% | $2,597-45.0% |
| Participant deferral / active EE | $4,467 | $3,247+37.6% | $4,395+1.6% | $4,028+10.9% |
| Admin fee / account holder | $2,754 | $4,398-37.4% | $5,325-48.3% | $5,403-49.0% |