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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 | $18,424 | $45,152-59.2% | $73,845-75.1% | $59,632-69.1% |
| Participation rate | 48.6% | 64.0%-15.4pp | 73.4%-24.8pp | 68.7%-20.0pp |
| Annual return | -2.57% | 27.40%-30.0pp | 2267.91%-2270.5pp | 2041.32%-2043.9pp |
| Employer contribution / active EE | $345 | $1,902-81.8% | $2,788-87.6% | $2,203-84.3% |
| Participant deferral / active EE | $1,350 | $2,574-47.6% | $3,583-62.3% | $3,192-57.7% |
| Admin fee / account holder | $1,322 | $3,516-62.4% | $4,881-72.9% | $4,297-69.2% |