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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 | $16,498 | $29,319-43.7% | $52,425-68.5% | $82,448-80.0% |
| Participation rate | 43.9% | 46.9%-3.0pp | 55.6%-11.8pp | 68.1%-24.2pp |
| Annual return | 21.13% | 535.20%-514.1pp | 302.12%-281.0pp | 41.64%-20.5pp |
| Employer contribution / active EE | $744 | $586+26.8% | $914-18.7% | $2,551-70.9% |
| Participant deferral / active EE | $1,614 | $1,171+37.8% | $1,790-9.9% | $4,139-61.0% |
| Admin fee / account holder | $1,120 | $1,962-42.9% | $2,495-55.1% | $7,234-84.5% |