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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 | $23,194 | $29,319-20.9% | $52,425-55.8% | $82,448-71.9% |
| Participation rate | 29.3% | 46.9%-17.5pp | 55.6%-26.3pp | 68.1%-38.8pp |
| Annual return | 16.99% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $509 | $586-13.3% | $914-44.4% | $2,551-80.1% |
| Participant deferral / active EE | $953 | $1,171-18.6% | $1,790-46.8% | $4,139-77.0% |
| Admin fee / account holder | $1,240 | $1,962-36.8% | $2,495-50.3% | $7,234-82.9% |