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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 | $25,457 | $29,319-13.2% | $52,425-51.4% | $82,448-69.1% |
| Participation rate | 46.0% | 46.9%-0.9pp | 55.6%-9.6pp | 68.1%-22.1pp |
| Annual return | 15.86% | 535.20%-519.3pp | 302.12%-286.3pp | 41.64%-25.8pp |
| Employer contribution / active EE | $911 | $586+55.3% | $914-0.4% | $2,551-64.3% |
| Participant deferral / active EE | $1,575 | $1,171+34.4% | $1,790-12.1% | $4,139-62.0% |
| Admin fee / account holder | $6,348 | $1,962+223.5% | $2,495+154.5% | $7,234-12.2% |