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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 | $20,082 | $45,152-55.5% | $73,836-72.8% | $59,633-66.3% |
| Participation rate | 2.1% | 64.0%-61.9pp | 73.4%-71.3pp | 68.7%-66.5pp |
| Annual return | -1.12% | 27.40%-28.5pp | 2268.06%-2269.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $902 | $1,901-52.5% | $2,787-67.6% | $2,203-59.0% |
| Participant deferral / active EE | $977 | $2,573-62.0% | $3,583-72.7% | $3,192-69.4% |
| Admin fee / account holder | $526 | $3,515-85.0% | $4,882-89.2% | $4,297-87.8% |