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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 | $25,628 | $75,832-66.2% | $147,618-82.6% | $59,633-57.0% |
| Participation rate | 61.2% | 71.6%-10.3pp | 84.6%-23.4pp | 68.7%-7.4pp |
| Annual return | -0.67% | 0.37%-1.0pp | 61.98%-62.7pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $969 | $3,485-72.2% | $5,565-82.6% | $2,203-56.0% |
| Participant deferral / active EE | $1,093 | $3,131-65.1% | $4,895-77.7% | $3,192-65.7% |
| Admin fee / account holder | $1,895 | $5,986-68.3% | $11,612-83.7% | $4,297-55.9% |