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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 | $162,651 | $157,304+3.4% | $141,197+15.2% | $152,909+6.4% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 28.11% | 64.34%-36.2pp | 71.41%-43.3pp | 345.46%-317.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,500 | $7,111-8.6% | $6,710-3.1% | $5,851+11.1% |
| Admin fee / account holder | $1,537 | $12,126-87.3% | $10,265-85.0% | $11,601-86.7% |