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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 | $26,874 | $29,319-8.3% | $52,425-48.7% | $82,448-67.4% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 19.71% | 535.20%-515.5pp | 302.12%-282.4pp | 41.64%-21.9pp |
| Employer contribution / active EE | $914 | $586+55.9% | $9140% | $2,551-64.2% |
| Participant deferral / active EE | $2,454 | $1,171+109.5% | $1,790+37.1% | $4,139-40.7% |
| Admin fee / account holder | $819 | $1,962-58.3% | $2,495-67.2% | $7,234-88.7% |