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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 | $37,629 | $28,624+31.5% | $53,647-29.9% | $82,637-54.5% |
| Participation rate | 46.7% | 47.3%-0.6pp | 56.3%-9.6pp | 68.1%-21.4pp |
| Annual return | 16.48% | 664.98%-648.5pp | 358.33%-341.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $475 | $637-25.4% | $962-50.6% | $2,552-81.4% |
| Participant deferral / active EE | $1,027 | $1,196-14.1% | $1,813-43.4% | $4,126-75.1% |
| Admin fee / account holder | $1,135 | $2,022-43.9% | $2,460-53.9% | $7,339-84.5% |