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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 | $144,688 | $148,629-2.7% | $135,982+6.4% | $139,487+3.7% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 44.48% | 79.33%-34.8pp | 68.32%-23.8pp | 373.84%-329.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,313 | $8,102+52.0% | $7,760+58.7% | $6,713+83.4% |
| Admin fee / account holder | $26,147 | $12,406+110.8% | $10,767+142.8% | $11,407+129.2% |