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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 | $22,978 | $49,177-53.3% | $79,467-71.1% | $64,173-64.2% |
| Participation rate | 67.8% | 65.0%+2.8pp | 73.3%-5.5pp | 69.6%-1.8pp |
| Annual return | -4.19% | -1.16%-3.0pp | 718.30%-722.5pp | 7.63%-11.8pp |
| Employer contribution / active EE | $841 | $2,076-59.5% | $2,800-70.0% | $2,381-64.7% |
| Participant deferral / active EE | $2,131 | $2,821-24.5% | $3,704-42.5% | $3,470-38.6% |
| Admin fee / account holder | $6,350 | $3,839+65.4% | $5,104+24.4% | $4,887+29.9% |