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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 | $111,535+106.3% | $105,223+118.7% | $137,256+67.6% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 15.21% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,868 | $5,500-66.0% | $5,072-63.2% | $6,407-70.8% |
| Admin fee / account holder | $12,127 | $9,721+24.7% | $8,859+36.9% | $12,270-1.2% |