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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 | $218,550 | $201,264+8.6% | $184,185+18.7% | $145,978+49.7% |
| Participation rate | 53.8% | 87.5%-33.7pp | 86.8%-33.0pp | 80.3%-26.4pp |
| Annual return | 12.31% | 29.00%-16.7pp | 28.81%-16.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,327 | $9,806-4.9% | $9,132+2.1% | $6,690+39.4% |
| Admin fee / account holder | $43,790 | $16,376+167.4% | $13,909+214.8% | $13,400+226.8% |