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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 | $23,423 | $44,850-47.8% | $60,547-61.3% | $59,633-60.7% |
| Participation rate | 62.2% | 59.5%+2.7pp | 68.0%-5.8pp | 68.7%-6.5pp |
| Annual return | -1.22% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,658 | $1,462+13.4% | $2,419-31.5% | $2,203-24.7% |
| Participant deferral / active EE | $1,953 | $2,230-12.4% | $3,328-41.3% | $3,192-38.8% |
| Admin fee / account holder | $3,356 | $3,635-7.7% | $4,536-26.0% | $4,297-21.9% |