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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 | $203,039 | $166,131+22.2% | $164,975+23.1% | $145,877+39.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 19.73% | 100.37%-80.6pp | 70.12%-50.4pp | 551.28%-531.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $40,088 | $6,962+475.8% | $6,033+564.4% | $6,691+499.2% |
| Admin fee / account holder | $92,259 | $16,648+454.2% | $12,688+627.1% | $13,402+588.4% |