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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 | $96,574 | $45,152+113.9% | $73,836+30.8% | $59,633+61.9% |
| Participation rate | 39.3% | 64.0%-24.7pp | 73.4%-34.2pp | 68.7%-29.4pp |
| Annual return | -1.45% | 27.40%-28.9pp | 2268.06%-2269.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,394 | $1,901-26.7% | $2,787-50.0% | $2,203-36.7% |
| Participant deferral / active EE | $3,724 | $2,573+44.7% | $3,583+3.9% | $3,192+16.7% |
| Admin fee / account holder | $3,572 | $3,515+1.6% | $4,882-26.8% | $4,297-16.9% |