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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 | $27,825 | $45,152-38.4% | $73,836-62.3% | $59,633-53.3% |
| Participation rate | 57.5% | 64.0%-6.5pp | 73.4%-15.9pp | 68.7%-11.2pp |
| Annual return | -1.36% | 27.40%-28.8pp | 2268.06%-2269.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,218 | $1,901+16.7% | $2,787-20.4% | $2,203+0.7% |
| Participant deferral / active EE | $3,554 | $2,573+38.1% | $3,583-0.8% | $3,192+11.3% |
| Admin fee / account holder | $6,893 | $3,515+96.1% | $4,882+41.2% | $4,297+60.4% |