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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 | $27,779 | $29,319-5.3% | $52,425-47.0% | $82,448-66.3% |
| Participation rate | 34.5% | 46.9%-12.4pp | 55.6%-21.1pp | 68.1%-33.6pp |
| Annual return | 19.86% | 535.20%-515.3pp | 302.12%-282.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $724 | $586+23.4% | $914-20.8% | $2,551-71.6% |
| Participant deferral / active EE | $1,197 | $1,171+2.2% | $1,790-33.1% | $4,139-71.1% |
| Admin fee / account holder | $730 | $1,962-62.8% | $2,495-70.8% | $7,234-89.9% |