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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 | $167,904 | $183,988-8.7% | $162,177+3.5% | $152,897+9.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 24.15% | 150.79%-126.6pp | 115.60%-91.5pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,333 | $8,032-21.2% | $7,297-13.2% | $5,851+8.2% |
| Admin fee / account holder | $1,238 | $13,123-90.6% | $10,843-88.6% | $11,599-89.3% |