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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 | $211,911 | $117,846+79.8% | $102,434+106.9% | $145,884+45.3% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.16% | 31.90%-16.7pp | 29.46%-14.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,364 | $5,733-41.3% | $5,055-33.5% | $6,690-49.7% |
| Admin fee / account holder | $8,679 | $13,356-35.0% | $9,462-8.3% | $13,392-35.2% |