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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 | $22,010 | $49,177-55.2% | $79,466-72.3% | $64,173-65.7% |
| Participation rate | 62.2% | 65.0%-2.9pp | 73.3%-11.2pp | 69.6%-7.4pp |
| Annual return | -7.43% | -1.16%-6.3pp | 718.28%-725.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $899 | $2,076-56.7% | $2,800-67.9% | $2,381-62.3% |
| Participant deferral / active EE | $1,930 | $2,821-31.6% | $3,704-47.9% | $3,470-44.4% |
| Admin fee / account holder | $1,264 | $3,839-67.1% | $5,104-75.2% | $4,887-74.1% |