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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 | $64,456 | $45,566+41.5% | $64,105+0.5% | $59,633+8.1% |
| Participation rate | 42.9% | 60.2%-17.3pp | 68.2%-25.3pp | 68.7%-25.8pp |
| Annual return | -2.12% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $831 | $934-11.0% | $1,820-54.3% | $2,203-62.3% |
| Participant deferral / active EE | $2,195 | $2,057+6.7% | $2,822-22.2% | $3,192-31.2% |
| Admin fee / account holder | $610 | $3,268-81.3% | $4,499-86.4% | $4,297-85.8% |