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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 | $165,665 | $160,040+3.5% | $147,096+12.6% | $145,877+13.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.14% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,333 | $8,429-1.1% | $8,071+3.2% | $6,691+24.6% |
| Admin fee / account holder | $895 | $15,050-94.1% | $13,005-93.1% | $13,402-93.3% |