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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 | $194,489 | $176,402+10.3% | $134,162+45.0% | $158,982+22.3% |
| Participation rate | 45.5% | 78.7%-33.3pp | 72.2%-26.7pp | 82.0%-36.5pp |
| Annual return | 13.31% | 63.66%-50.3pp | 36.35%-23.0pp | 302.99%-289.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,821 | $4,093+17.8% | $3,500+37.8% | $5,983-19.4% |
| Admin fee / account holder | $2,856 | $8,719-67.2% | $6,685-57.3% | $11,252-74.6% |