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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 | $14,722 | $45,152-67.4% | $73,836-80.1% | $59,633-75.3% |
| Participation rate | 69.5% | 64.0%+5.5pp | 73.4%-3.9pp | 68.7%+0.8pp |
| Annual return | -1.14% | 27.40%-28.5pp | 2268.06%-2269.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $339 | $1,901-82.2% | $2,787-87.8% | $2,203-84.6% |
| Participant deferral / active EE | $1,164 | $2,573-54.8% | $3,583-67.5% | $3,192-63.5% |
| Admin fee / account holder | $2,932 | $3,515-16.6% | $4,882-39.9% | $4,297-31.8% |