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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 | $218,632 | $101,795+114.8% | $165,100+32.4% | $80,959+170.1% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.7%-5.2pp |
| Annual return | 16.43% | 16.73%-0.3pp | 70.21%-53.8pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,500 | $4,476+22.9% | $6,035-8.9% | $4,300+27.9% |
| Admin fee / account holder | $13,765 | $8,221+67.4% | $12,696+8.4% | $6,925+98.8% |