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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 | $28,624-13.6% | $53,647-53.9% | $82,637-70.1% |
| Participation rate | 46.3% | 47.3%-0.9pp | 56.3%-9.9pp | 68.1%-21.7pp |
| Annual return | 16.55% | 664.98%-648.4pp | 358.33%-341.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $885 | $637+39.1% | $962-8.0% | $2,552-65.3% |
| Participant deferral / active EE | $1,931 | $1,196+61.4% | $1,813+6.5% | $4,126-53.2% |
| Admin fee / account holder | $5,243 | $2,022+159.3% | $2,460+113.1% | $7,339-28.6% |