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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 | $216,194 | $183,988+17.5% | $162,177+33.3% | $152,897+41.4% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.6%-26.0pp | 82.5%-20.9pp |
| Annual return | 20.80% | 150.79%-130.0pp | 115.60%-94.8pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,609 | $8,032-17.7% | $7,297-9.4% | $5,851+13.0% |
| Admin fee / account holder | $11,614 | $13,123-11.5% | $10,843+7.1% | $11,599+0.1% |