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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 | $199,053 | $178,174+11.7% | $156,181+27.5% | $137,256+45.0% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.8%-41.3pp | 80.0%-42.5pp |
| Annual return | 15.77% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $28,348 | $6,888+311.6% | $6,132+362.3% | $6,407+342.5% |
| Admin fee / account holder | $67,257 | $17,404+286.4% | $14,586+361.1% | $12,270+448.1% |