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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 | $201,843 | $166,268+21.4% | $165,100+22.3% | $145,897+38.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 11.78% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,080 | $6,964+16.0% | $6,035+33.9% | $6,689+20.8% |
| Admin fee / account holder | $13,256 | $16,659-20.4% | $12,696+4.4% | $13,390-1.0% |