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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 | $25,903 | $29,319-11.7% | $52,425-50.6% | $82,448-68.6% |
| Participation rate | 51.4% | 46.9%+4.6pp | 55.6%-4.2pp | 68.1%-16.6pp |
| Annual return | 18.18% | 535.20%-517.0pp | 302.12%-283.9pp | 41.64%-23.5pp |
| Employer contribution / active EE | $678 | $586+15.6% | $914-25.8% | $2,551-73.4% |
| Participant deferral / active EE | $1,292 | $1,171+10.3% | $1,790-27.8% | $4,139-68.8% |
| Admin fee / account holder | $806 | $1,962-58.9% | $2,495-67.7% | $7,234-88.9% |