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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 | $37,714 | $28,624+31.8% | $53,647-29.7% | $82,637-54.4% |
| Participation rate | 18.5% | 47.3%-28.8pp | 56.3%-37.8pp | 68.1%-49.5pp |
| Annual return | 17.46% | 664.98%-647.5pp | 358.33%-340.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $735 | $637+15.4% | $962-23.6% | $2,552-71.2% |
| Participant deferral / active EE | $1,354 | $1,196+13.2% | $1,813-25.3% | $4,126-67.2% |
| Admin fee / account holder | $1,243 | $2,022-38.5% | $2,460-49.5% | $7,339-83.1% |