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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 | $17,345 | $29,319-40.8% | $52,425-66.9% | $82,448-79.0% |
| Participation rate | 39.1% | 46.9%-7.7pp | 55.6%-16.5pp | 68.1%-28.9pp |
| Annual return | 21.11% | 535.20%-514.1pp | 302.12%-281.0pp | 41.64%-20.5pp |
| Employer contribution / active EE | $625 | $586+6.6% | $914-31.6% | $2,551-75.5% |
| Participant deferral / active EE | $1,493 | $1,171+27.4% | $1,790-16.6% | $4,139-63.9% |
| Admin fee / account holder | $1,599 | $1,962-18.5% | $2,495-35.9% | $7,234-77.9% |