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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 | $25,456 | $29,319-13.2% | $52,425-51.4% | $82,448-69.1% |
| Participation rate | 29.5% | 46.9%-17.3pp | 55.6%-26.1pp | 68.1%-38.5pp |
| Annual return | 17.98% | 535.20%-517.2pp | 302.12%-284.1pp | 41.64%-23.7pp |
| Employer contribution / active EE | $480 | $586-18.1% | $914-47.5% | $2,551-81.2% |
| Participant deferral / active EE | $2,121 | $1,171+81.1% | $1,790+18.5% | $4,139-48.8% |
| Admin fee / account holder | $4,668 | $1,962+137.9% | $2,495+87.1% | $7,234-35.5% |