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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 | $86,596 | $56,197+54.1% | $67,652+28.0% | $59,633+45.2% |
| Participation rate | 37.9% | 71.5%-33.5pp | 75.7%-37.7pp | 68.7%-30.7pp |
| Annual return | -0.86% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $797 | $1,615-50.6% | $2,266-64.8% | $2,203-63.8% |
| Participant deferral / active EE | $2,295 | $2,844-19.3% | $3,560-35.5% | $3,192-28.1% |
| Admin fee / account holder | $3,789 | $3,958-4.3% | $4,821-21.4% | $4,297-11.8% |