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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 | $187,755 | $185,883+1.0% | $170,043+10.4% | $139,466+34.6% |
| Participation rate | 30.8% | 87.8%-57.0pp | 87.0%-56.2pp | 80.3%-49.6pp |
| Annual return | 12.69% | 60.54%-47.9pp | 53.40%-40.7pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,120 | $11,626-56.0% | $10,410-50.8% | $6,712-23.7% |
| Admin fee / account holder | $4,145 | $15,393-73.1% | $12,824-67.7% | $11,409-63.7% |