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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 | $230,107 | $129,737+77.4% | $119,126+93.2% | $154,746+48.7% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 15.21% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,868 | $5,842-68.0% | $5,318-64.9% | $6,730-72.2% |
| Admin fee / account holder | $12,127 | $11,961+1.4% | $10,693+13.4% | $14,365-15.6% |