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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 | $110,228 | $183,978-40.1% | $162,171-32.0% | $152,885-27.9% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 25.93% | 150.78%-124.8pp | 115.60%-89.7pp | 345.39%-319.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,426 | $8,033+4.9% | $7,297+15.5% | $5,851+44.0% |
| Admin fee / account holder | $10,381 | $13,122-20.9% | $10,843-4.3% | $11,598-10.5% |