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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 | $22,271 | $75,832-70.6% | $147,617-84.9% | $59,633-62.7% |
| Participation rate | 58.8% | 71.6%-12.7pp | 84.6%-25.8pp | 68.7%-9.8pp |
| Annual return | -2.25% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,209 | $3,485-65.3% | $5,564-78.3% | $2,203-45.1% |
| Participant deferral / active EE | $2,192 | $3,131-30.0% | $4,895-55.2% | $3,192-31.3% |
| Admin fee / account holder | $5,224 | $5,986-12.7% | $11,612-55.0% | $4,297+21.6% |