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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 | $195,215 | $289,211-32.5% | $260,467-25.1% | $198,609-1.7% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 17.63% | 112.90%-95.3pp | 100.60%-83.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,594 | $6,812+55.5% | $6,319+67.6% | $6,977+51.8% |
| Admin fee / account holder | $66,864 | $16,236+311.8% | $15,461+332.5% | $19,030+251.4% |