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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 | $210,750 | $201,370+4.7% | $184,256+14.4% | $145,897+44.5% |
| Participation rate | 30.8% | 87.5%-56.7pp | 86.8%-56.1pp | 80.3%-49.5pp |
| Annual return | 9.71% | 29.05%-19.3pp | 28.85%-19.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,682 | $9,808-42.1% | $9,133-37.8% | $6,689-15.1% |
| Admin fee / account holder | $7,545 | $16,364-53.9% | $13,899-45.7% | $13,390-43.7% |