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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 | $21,364 | $75,832-71.8% | $147,617-85.5% | $59,633-64.2% |
| Participation rate | 63.6% | 71.6%-7.9pp | 84.6%-21.0pp | 68.7%-5.0pp |
| Annual return | 0.77% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,154 | $3,485-66.9% | $5,564-79.3% | $2,203-47.6% |
| Participant deferral / active EE | $2,527 | $3,131-19.3% | $4,895-48.4% | $3,192-20.8% |
| Admin fee / account holder | $6,708 | $5,986+12.1% | $11,612-42.2% | $4,297+56.1% |