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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 | $174,642 | $105,210+66.0% | $159,487+9.5% | $85,851+103.4% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.8%-14.4pp | 69.3%-0.9pp |
| Annual return | 12.75% | 45.08%-32.3pp | 263.71%-251.0pp | 318.63%-305.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,998 | $5,946-15.9% | $7,354-32.0% | $3,952+26.5% |
| Admin fee / account holder | $6,426 | $6,934-7.3% | $10,804-40.5% | $6,261+2.6% |