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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 | $33,416 | $39,798-16.0% | $67,704-50.6% | $59,633-44.0% |
| Participation rate | 69.1% | 57.4%+11.7pp | 67.5%+1.6pp | 68.7%+0.4pp |
| Annual return | -2.20% | 89.94%-92.1pp | 25.41%-27.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,569 | $1,393+12.6% | $2,559-38.7% | $2,203-28.8% |
| Participant deferral / active EE | $2,008 | $2,335-14.0% | $3,585-44.0% | $3,192-37.1% |
| Admin fee / account holder | $2,338 | $3,212-27.2% | $4,255-45.0% | $4,297-45.6% |