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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 | $163,461 | $160,028+2.1% | $147,080+11.1% | $145,884+12.0% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 14.94% | 98.60%-83.7pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,398 | $8,422-59.7% | $8,066-57.9% | $6,690-49.2% |
| Admin fee / account holder | $7,758 | $15,030-48.4% | $12,989-40.3% | $13,392-42.1% |