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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 | $31,302 | $30,421+2.9% | $56,077-44.2% | $74,429-57.9% |
| Participation rate | 21.5% | 32.9%-11.4pp | 52.5%-31.0pp | 67.2%-45.7pp |
| Annual return | 13.45% | 24.94%-11.5pp | 1709.28%-1695.8pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $429 | $610-29.6% | $1,040-58.8% | $2,625-83.7% |
| Participant deferral / active EE | $1,250 | $1,175+6.4% | $1,954-36.0% | $4,348-71.2% |
| Admin fee / account holder | $2,392 | $2,363+1.2% | $2,825-15.3% | $1,944+23.0% |