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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 | $30,926 | $29,319+5.5% | $52,425-41.0% | $82,448-62.5% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 17.35% | 535.20%-517.9pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $478 | $586-18.5% | $914-47.7% | $2,551-81.3% |
| Participant deferral / active EE | $1,077 | $1,171-8.0% | $1,790-39.8% | $4,139-74.0% |
| Admin fee / account holder | $1,945 | $1,962-0.8% | $2,495-22.0% | $7,234-73.1% |