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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 | $24,070 | $45,152-46.7% | $73,836-67.4% | $59,633-59.6% |
| Participation rate | 65.0% | 64.0%+1.0pp | 73.4%-8.4pp | 68.7%-3.7pp |
| Annual return | -0.70% | 27.40%-28.1pp | 2268.06%-2268.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,132 | $1,901-40.5% | $2,787-59.4% | $2,203-48.6% |
| Participant deferral / active EE | $880 | $2,573-65.8% | $3,583-75.4% | $3,192-72.4% |
| Admin fee / account holder | $1,158 | $3,515-67.0% | $4,882-76.3% | $4,297-73.0% |