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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 | $28,762 | $28,624+0.5% | $53,647-46.4% | $82,637-65.2% |
| Participation rate | 42.1% | 47.3%-5.2pp | 56.3%-14.2pp | 68.1%-25.9pp |
| Annual return | 18.39% | 664.98%-646.6pp | 358.33%-339.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,416 | $1,196+18.3% | $1,813-21.9% | $4,126-65.7% |
| Admin fee / account holder | $808 | $2,022-60.0% | $2,460-67.2% | $7,339-89.0% |