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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 | $23,791 | $29,319-18.9% | $52,425-54.6% | $82,448-71.1% |
| Participation rate | 36.5% | 46.9%-10.4pp | 55.6%-19.1pp | 68.1%-31.6pp |
| Annual return | 30.26% | 535.20%-504.9pp | 302.12%-271.9pp | 41.64%-11.4pp |
| Employer contribution / active EE | $552 | $586-5.9% | $914-39.7% | $2,551-78.4% |
| Participant deferral / active EE | $1,255 | $1,171+7.2% | $1,790-29.9% | $4,139-69.7% |
| Admin fee / account holder | $355 | $1,962-81.9% | $2,495-85.8% | $7,234-95.1% |