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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 | $72,283 | $56,197+28.6% | $67,652+6.8% | $59,633+21.2% |
| Participation rate | 68.0% | 71.5%-3.5pp | 75.7%-7.7pp | 68.7%-0.7pp |
| Annual return | -2.09% | 18508.10%-18510.2pp | 6625.40%-6627.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $971 | $1,615-39.9% | $2,266-57.2% | $2,203-55.9% |
| Participant deferral / active EE | $3,437 | $2,844+20.9% | $3,560-3.4% | $3,192+7.7% |
| Admin fee / account holder | $355 | $3,958-91.0% | $4,821-92.6% | $4,297-91.7% |