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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 | $134,817+70.7% | $123,973+85.6% | $155,188+48.3% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.7%-13.0pp | 80.8%-17.2pp |
| Annual return | 15.21% | 515.49%-500.3pp | 388.13%-372.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,868 | $5,706-67.3% | $5,247-64.4% | $6,531-71.4% |
| Admin fee / account holder | $12,127 | $13,245-8.4% | $11,799+2.8% | $14,480-16.2% |