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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 | $18,321 | $45,152-59.4% | $73,836-75.2% | $59,633-69.3% |
| Participation rate | 59.3% | 64.0%-4.8pp | 73.4%-14.2pp | 68.7%-9.4pp |
| Annual return | -0.76% | 27.40%-28.2pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $961 | $1,901-49.4% | $2,787-65.5% | $2,203-56.4% |
| Participant deferral / active EE | $2,135 | $2,573-17.0% | $3,583-40.4% | $3,192-33.1% |
| Admin fee / account holder | $485 | $3,515-86.2% | $4,882-90.1% | $4,297-88.7% |