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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 | $18,330 | $75,832-75.8% | $147,617-87.6% | $59,633-69.3% |
| Participation rate | 60.5% | 71.6%-11.1pp | 84.6%-24.2pp | 68.7%-8.2pp |
| Annual return | -2.55% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $681 | $3,485-80.5% | $5,564-87.8% | $2,203-69.1% |
| Participant deferral / active EE | $937 | $3,131-70.1% | $4,895-80.9% | $3,192-70.6% |
| Admin fee / account holder | $3,866 | $5,986-35.4% | $11,612-66.7% | $4,297-10.0% |