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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 | $28,456 | $28,624-0.6% | $53,647-47.0% | $82,637-65.6% |
| Participation rate | 56.6% | 47.3%+9.3pp | 56.3%+0.3pp | 68.1%-11.5pp |
| Annual return | 16.33% | 664.98%-648.7pp | 358.33%-342.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $805 | $637+26.4% | $962-16.4% | $2,552-68.5% |
| Participant deferral / active EE | $2,060 | $1,196+72.2% | $1,813+13.6% | $4,126-50.1% |
| Admin fee / account holder | $2,110 | $2,022+4.4% | $2,460-14.2% | $7,339-71.2% |