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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 | $101,354 | $56,197+80.4% | $67,652+49.8% | $59,633+70.0% |
| Participation rate | 55.2% | 71.5%-16.3pp | 75.7%-20.5pp | 68.7%-13.5pp |
| Annual return | -1.94% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,752 | $1,615+8.5% | $2,266-22.7% | $2,203-20.5% |
| Participant deferral / active EE | $3,228 | $2,844+13.5% | $3,560-9.3% | $3,192+1.2% |
| Admin fee / account holder | $4,800 | $3,958+21.3% | $4,821-0.4% | $4,297+11.7% |