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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 | $24,733 | $29,319-15.6% | $52,425-52.8% | $82,448-70.0% |
| Participation rate | 46.3% | 46.9%-0.5pp | 55.6%-9.3pp | 68.1%-21.7pp |
| Annual return | 16.55% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $885 | $586+51.0% | $914-3.1% | $2,551-65.3% |
| Participant deferral / active EE | $1,931 | $1,171+64.9% | $1,790+7.9% | $4,139-53.3% |
| Admin fee / account holder | $5,243 | $1,962+167.2% | $2,495+110.2% | $7,234-27.5% |