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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 | $33,258 | $30,732+8.2% | $59,496-44.1% | $59,633-44.2% |
| Participation rate | 66.7% | 43.2%+23.5pp | 54.6%+12.1pp | 68.7%-2.0pp |
| Annual return | -2.52% | 4.47%-7.0pp | 182.05%-184.6pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,285 | $1,183+93.2% | $1,829+24.9% | $3,192-28.4% |
| Admin fee / account holder | $4,146 | $2,136+94.1% | $2,232+85.7% | $4,297-3.5% |