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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 | $28,624-6.1% | $53,647-49.9% | $82,637-67.5% |
| Participation rate | 50.0% | 47.3%+2.7pp | 56.3%-6.3pp | 68.1%-18.1pp |
| Annual return | 19.71% | 664.98%-645.3pp | 358.33%-338.6pp | 53.51%-33.8pp |
| Employer contribution / active EE | $914 | $637+43.6% | $962-5.0% | $2,552-64.2% |
| Participant deferral / active EE | $2,454 | $1,196+105.2% | $1,813+35.4% | $4,126-40.5% |
| Admin fee / account holder | $819 | $2,022-59.5% | $2,460-66.7% | $7,339-88.8% |