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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 | $28,357 | $29,319-3.3% | $52,425-45.9% | $82,448-65.6% |
| Participation rate | 64.3% | 46.9%+17.4pp | 55.6%+8.7pp | 68.1%-3.8pp |
| Annual return | 18.69% | 535.20%-516.5pp | 302.12%-283.4pp | 41.64%-23.0pp |
| Employer contribution / active EE | $898 | $586+53.1% | $914-1.8% | $2,551-64.8% |
| Participant deferral / active EE | $1,421 | $1,171+21.3% | $1,790-20.6% | $4,139-65.7% |
| Admin fee / account holder | $1,819 | $1,962-7.3% | $2,495-27.1% | $7,234-74.9% |