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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 | $31,046 | $29,319+5.9% | $52,425-40.8% | $82,448-62.3% |
| Participation rate | 23.8% | 46.9%-23.0pp | 55.6%-31.8pp | 68.1%-44.3pp |
| Annual return | 19.00% | 535.20%-516.2pp | 302.12%-283.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $602 | $586+2.6% | $914-34.2% | $2,551-76.4% |
| Participant deferral / active EE | $1,418 | $1,171+21.0% | $1,790-20.8% | $4,139-65.8% |
| Admin fee / account holder | $7,647 | $1,962+289.7% | $2,495+206.5% | $7,234+5.7% |