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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 | $28,503 | $30,421-6.3% | $56,077-49.2% | $74,429-61.7% |
| Participation rate | 10.3% | 32.9%-22.5pp | 52.5%-42.2pp | 67.2%-56.9pp |
| Annual return | 13.20% | 24.94%-11.7pp | 1709.28%-1696.1pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $941 | $610+54.3% | $1,040-9.6% | $2,625-64.2% |
| Participant deferral / active EE | $1,223 | $1,175+4.1% | $1,954-37.4% | $4,348-71.9% |
| Admin fee / account holder | $1,357 | $2,363-42.6% | $2,825-52.0% | $1,944-30.2% |