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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 | $31,859 | $29,319+8.7% | $52,425-39.2% | $82,448-61.4% |
| Participation rate | 34.5% | 46.9%-12.4pp | 55.6%-21.1pp | 68.1%-33.6pp |
| Annual return | 21.02% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $915 | $586+56.1% | $914+0.1% | $2,551-64.1% |
| Participant deferral / active EE | $2,430 | $1,171+107.4% | $1,790+35.7% | $4,139-41.3% |
| Admin fee / account holder | $608 | $1,962-69.0% | $2,495-75.6% | $7,234-91.6% |