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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 | $22,112 | $45,152-51.0% | $73,836-70.1% | $59,633-62.9% |
| Participation rate | 46.0% | 64.0%-18.0pp | 73.4%-27.4pp | 68.7%-22.7pp |
| Annual return | -1.39% | 27.40%-28.8pp | 2268.06%-2269.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $734 | $1,901-61.4% | $2,787-73.7% | $2,203-66.7% |
| Participant deferral / active EE | $1,942 | $2,573-24.5% | $3,583-45.8% | $3,192-39.1% |
| Admin fee / account holder | $2,712 | $3,515-22.8% | $4,882-44.5% | $4,297-36.9% |