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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 | $156,653 | $165,399-5.3% | $149,745+4.6% | $158,982-1.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,730 | $5,105-7.3% | $4,646+1.8% | $4,763-0.7% |
| Participant deferral / active EE | $8,913 | $7,183+24.1% | $6,843+30.3% | $5,983+49.0% |
| Admin fee / account holder | $4,282 | $10,811-60.4% | $9,312-54.0% | $11,252-61.9% |