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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 | $56,557 | $56,197+0.6% | $67,652-16.4% | $59,633-5.2% |
| Participation rate | 64.6% | 71.5%-6.9pp | 75.7%-11.1pp | 68.7%-4.1pp |
| Annual return | -0.23% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,553 | $1,615-3.8% | $2,266-31.5% | $2,203-29.5% |
| Participant deferral / active EE | $2,686 | $2,844-5.6% | $3,560-24.6% | $3,192-15.9% |
| Admin fee / account holder | $16,202 | $3,958+309.4% | $4,821+236.1% | $4,297+277.1% |