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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 | $22,862 | $45,152-49.4% | $73,836-69.0% | $59,633-61.7% |
| Participation rate | 66.7% | 64.0%+2.6pp | 73.4%-6.8pp | 68.7%-2.0pp |
| Annual return | -1.20% | 27.40%-28.6pp | 2268.06%-2269.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $368 | $1,901-80.6% | $2,787-86.8% | $2,203-83.3% |
| Participant deferral / active EE | $2,292 | $2,573-10.9% | $3,583-36.0% | $3,192-28.2% |
| Admin fee / account holder | $1,669 | $3,515-52.5% | $4,882-65.8% | $4,297-61.2% |