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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 | $21,107 | $45,152-53.3% | $73,845-71.4% | $59,632-64.6% |
| Participation rate | 58.2% | 64.0%-5.8pp | 73.4%-15.2pp | 68.7%-10.5pp |
| Annual return | -0.13% | 27.40%-27.5pp | 2267.91%-2268.0pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $1,162 | $1,902-38.9% | $2,788-58.3% | $2,203-47.2% |
| Participant deferral / active EE | $2,256 | $2,574-12.3% | $3,583-37.0% | $3,192-29.3% |
| Admin fee / account holder | $676 | $3,516-80.8% | $4,881-86.1% | $4,297-84.3% |