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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 | $31,883 | $30,732+3.7% | $59,496-46.4% | $59,633-46.5% |
| Participation rate | 50.0% | 43.2%+6.8pp | 54.6%-4.6pp | 68.7%-18.7pp |
| Annual return | -0.75% | 4.47%-5.2pp | 182.05%-182.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $751 | $631+19.1% | $1,153-34.9% | $2,203-65.9% |
| Participant deferral / active EE | $1,799 | $1,183+52.1% | $1,829-1.7% | $3,192-43.6% |
| Admin fee / account holder | $372 | $2,136-82.6% | $2,232-83.3% | $4,297-91.3% |