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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 | $43,556 | $45,152-3.5% | $73,836-41.0% | $59,633-27.0% |
| Participation rate | 66.7% | 64.0%+2.6pp | 73.4%-6.8pp | 68.7%-2.0pp |
| Annual return | 0.11% | 27.40%-27.3pp | 2268.06%-2267.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,044 | $1,901-45.1% | $2,787-62.5% | $2,203-52.6% |
| Participant deferral / active EE | $3,616 | $2,573+40.6% | $3,583+0.9% | $3,192+13.3% |
| Admin fee / account holder | $7,632 | $3,515+117.2% | $4,882+56.3% | $4,297+77.6% |