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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 | $33,708 | $34,932-3.5% | $56,441-40.3% | $74,546-54.8% |
| Participation rate | 34.9% | 32.9%+2.0pp | 52.5%-17.6pp | 67.2%-32.3pp |
| Annual return | 13.76% | 24.90%-11.1pp | 1704.21%-1690.4pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $874 | $608+43.7% | $1,039-15.8% | $2,624-66.7% |
| Participant deferral / active EE | $1,313 | $1,173+11.9% | $1,953-32.8% | $4,347-69.8% |
| Admin fee / account holder | $7,352 | $2,359+211.6% | $2,829+159.9% | $1,944+278.3% |