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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 | $22,488 | $45,152-50.2% | $73,836-69.5% | $59,633-62.3% |
| Participation rate | 48.3% | 64.0%-15.7pp | 73.4%-25.2pp | 68.7%-20.4pp |
| Annual return | -1.44% | 27.40%-28.8pp | 2268.06%-2269.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,803 | $1,901-5.2% | $2,787-35.3% | $2,203-18.2% |
| Participant deferral / active EE | $2,062 | $2,573-19.8% | $3,583-42.4% | $3,192-35.4% |
| Admin fee / account holder | $3,996 | $3,515+13.7% | $4,882-18.1% | $4,297-7.0% |