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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 | $24,788 | $28,624-13.4% | $53,647-53.8% | $82,637-70.0% |
| Participation rate | 57.0% | 47.3%+9.7pp | 56.3%+0.7pp | 68.1%-11.1pp |
| Annual return | 15.17% | 664.98%-649.8pp | 358.33%-343.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,065 | $637+67.3% | $962+10.7% | $2,552-58.3% |
| Participant deferral / active EE | $2,270 | $1,196+89.8% | $1,813+25.2% | $4,126-45.0% |
| Admin fee / account holder | $935 | $2,022-53.8% | $2,460-62.0% | $7,339-87.3% |