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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 | $25,795 | $49,177-47.5% | $79,467-67.5% | $64,173-59.8% |
| Participation rate | 69.0% | 65.0%+3.9pp | 73.3%-4.4pp | 69.6%-0.6pp |
| Annual return | -3.65% | -1.16%-2.5pp | 718.30%-722.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,131 | $2,076-45.5% | $2,800-59.6% | $2,381-52.5% |
| Participant deferral / active EE | $996 | $2,821-64.7% | $3,704-73.1% | $3,470-71.3% |
| Admin fee / account holder | $2,879 | $3,839-25.0% | $5,104-43.6% | $4,887-41.1% |