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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 | $90,707 | $56,197+61.4% | $67,652+34.1% | $59,633+52.1% |
| Participation rate | 67.3% | 71.5%-4.1pp | 75.7%-8.3pp | 68.7%-1.3pp |
| Annual return | -1.57% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,403 | $2,844+230.7% | $3,560+164.1% | $3,192+194.6% |
| Admin fee / account holder | $8,232 | $3,958+108.0% | $4,821+70.8% | $4,297+91.6% |