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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 | $22,031 | $27,243-19.1% | $52,425-58.0% | $79,634-72.3% |
| Participation rate | 24.1% | 22.4%+1.7pp | 55.6%-31.5pp | 62.5%-38.3pp |
| Annual return | 16.50% | 63.36%-46.9pp | 302.12%-285.6pp | 36.46%-20.0pp |
| Employer contribution / active EE | $64 | $319-80.0% | $914-93.0% | $2,529-97.5% |
| Participant deferral / active EE | $581 | $636-8.5% | $1,790-67.5% | $3,835-84.8% |
| Admin fee / account holder | $1,205 | $2,105-42.8% | $2,495-51.7% | $1,002+20.3% |