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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 | $19,879 | $75,832-73.8% | $147,617-86.5% | $59,633-66.7% |
| Participation rate | 65.5% | 71.6%-6.0pp | 84.6%-19.1pp | 68.7%-3.2pp |
| Annual return | 1.76% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $421 | $3,485-87.9% | $5,564-92.4% | $2,203-80.9% |
| Participant deferral / active EE | $1,189 | $3,131-62.0% | $4,895-75.7% | $3,192-62.8% |
| Admin fee / account holder | $578 | $5,986-90.3% | $11,612-95.0% | $4,297-86.5% |