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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 | $21,822 | $45,152-51.7% | $73,845-70.4% | $59,632-63.4% |
| Participation rate | 56.1% | 64.0%-7.9pp | 73.4%-17.3pp | 68.7%-12.6pp |
| Annual return | -1.66% | 27.40%-29.1pp | 2267.91%-2269.6pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $1,254 | $1,902-34.0% | $2,788-55.0% | $2,203-43.1% |
| Participant deferral / active EE | $1,257 | $2,574-51.2% | $3,583-64.9% | $3,192-60.6% |
| Admin fee / account holder | $569 | $3,516-83.8% | $4,881-88.3% | $4,297-86.7% |