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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 | $166,131+21.5% | $164,975+22.3% | $145,877+38.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 11.78% | 100.37%-88.6pp | 70.12%-58.3pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,080 | $6,962+16.1% | $6,033+33.9% | $6,691+20.8% |
| Admin fee / account holder | $13,256 | $16,648-20.4% | $12,688+4.5% | $13,402-1.1% |