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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 | $21,149 | $29,319-27.9% | $52,425-59.7% | $82,448-74.3% |
| Participation rate | 45.5% | 46.9%-1.4pp | 55.6%-10.2pp | 68.1%-22.6pp |
| Annual return | 25.48% | 535.20%-509.7pp | 302.12%-276.6pp | 41.64%-16.2pp |
| Employer contribution / active EE | $381 | $586-35.0% | $914-58.3% | $2,551-85.1% |
| Participant deferral / active EE | $1,657 | $1,171+41.5% | $1,790-7.4% | $4,139-60.0% |
| Admin fee / account holder | $526 | $1,962-73.2% | $2,495-78.9% | $7,234-92.7% |