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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 | $26,001 | $54,380-52.2% | $68,509-62.0% | $59,633-56.4% |
| Participation rate | 63.6% | 70.2%-6.6pp | 74.7%-11.1pp | 68.7%-5.0pp |
| Annual return | -1.57% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $2,169 | $1,539+40.9% | $2,278-4.8% | $2,203-1.5% |
| Participant deferral / active EE | $3,567 | $2,643+34.9% | $3,382+5.4% | $3,192+11.8% |
| Admin fee / account holder | $1,359 | $3,885-65.0% | $5,275-74.2% | $4,297-68.4% |