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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 | $13,308 | $29,319-54.6% | $52,425-74.6% | $82,448-83.9% |
| Participation rate | 61.1% | 46.9%+14.3pp | 55.6%+5.5pp | 68.1%-7.0pp |
| Annual return | 21.19% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $901 | $586+53.7% | $914-1.4% | $2,551-64.7% |
| Participant deferral / active EE | $1,362 | $1,171+16.3% | $1,790-23.9% | $4,139-67.1% |
| Admin fee / account holder | $712 | $1,962-63.7% | $2,495-71.4% | $7,234-90.2% |