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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 | $20,790 | $29,319-29.1% | $52,425-60.3% | $82,448-74.8% |
| Participation rate | 25.0% | 46.9%-21.9pp | 55.6%-30.6pp | 68.1%-43.1pp |
| Annual return | 43.76% | 535.20%-491.4pp | 302.12%-258.4pp | 41.64%+2.1pp |
| Employer contribution / active EE | $591 | $586+0.8% | $914-35.3% | $2,551-76.8% |
| Participant deferral / active EE | $744 | $1,171-36.4% | $1,790-58.4% | $4,139-82.0% |
| Admin fee / account holder | $1,737 | $1,962-11.5% | $2,495-30.4% | $7,234-76.0% |