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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 | $16,904 | $29,319-42.3% | $52,425-67.8% | $82,448-79.5% |
| Participation rate | 37.3% | 46.9%-9.6pp | 55.6%-18.4pp | 68.1%-30.8pp |
| Annual return | 18.66% | 535.20%-516.5pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $814 | $586+38.9% | $914-10.9% | $2,551-68.1% |
| Participant deferral / active EE | $1,071 | $1,171-8.6% | $1,790-40.2% | $4,139-74.1% |
| Admin fee / account holder | $1,282 | $1,962-34.6% | $2,495-48.6% | $7,234-82.3% |