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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 | $32,731 | $29,319+11.6% | $52,425-37.6% | $82,448-60.3% |
| Participation rate | 42.4% | 46.9%-4.4pp | 55.6%-13.2pp | 68.1%-25.6pp |
| Annual return | 57.12% | 535.20%-478.1pp | 302.12%-245.0pp | 41.64%+15.5pp |
| Employer contribution / active EE | $736 | $586+25.5% | $914-19.5% | $2,551-71.1% |
| Participant deferral / active EE | $1,414 | $1,171+20.7% | $1,790-21.0% | $4,139-65.8% |
| Admin fee / account holder | $1,960 | $1,962-0.1% | $2,495-21.4% | $7,234-72.9% |