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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 | $28,075 | $29,319-4.2% | $52,425-46.4% | $82,448-65.9% |
| Participation rate | 16.4% | 46.9%-30.5pp | 55.6%-39.2pp | 68.1%-51.7pp |
| Annual return | 18.27% | 535.20%-516.9pp | 302.12%-283.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $320 | $586-45.5% | $914-65.0% | $2,551-87.5% |
| Participant deferral / active EE | $1,049 | $1,171-10.4% | $1,790-41.4% | $4,139-74.7% |
| Admin fee / account holder | $1,298 | $1,962-33.9% | $2,495-48.0% | $7,234-82.1% |