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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 | $59,126 | $45,152+30.9% | $73,836-19.9% | $59,633-0.9% |
| Participation rate | 37.0% | 64.0%-27.0pp | 73.4%-36.4pp | 68.7%-31.6pp |
| Annual return | 1.89% | 27.40%-25.5pp | 2268.06%-2266.2pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $1,056 | $1,901-44.5% | $2,787-62.1% | $2,203-52.1% |
| Participant deferral / active EE | $1,677 | $2,573-34.8% | $3,583-53.2% | $3,192-47.4% |
| Admin fee / account holder | $478 | $3,515-86.4% | $4,882-90.2% | $4,297-88.9% |