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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 | $28,624+8.0% | $53,647-42.4% | $82,637-62.6% |
| Participation rate | 33.3% | 47.3%-13.9pp | 56.3%-22.9pp | 68.1%-34.7pp |
| Annual return | 17.35% | 664.98%-647.6pp | 358.33%-341.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $478 | $637-24.9% | $962-50.3% | $2,552-81.3% |
| Participant deferral / active EE | $1,077 | $1,196-10.0% | $1,813-40.6% | $4,126-73.9% |
| Admin fee / account holder | $1,945 | $2,022-3.8% | $2,460-20.9% | $7,339-73.5% |