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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 | $162,889 | $154,209+5.6% | $130,062+25.2% | $139,487+16.8% |
| Participation rate | 35.7% | 82.0%-46.3pp | 78.5%-42.8pp | 80.3%-44.6pp |
| Annual return | 24.76% | 32.52%-7.8pp | -137.37%+162.1pp | 373.84%-349.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $40,406 | $6,709+502.3% | $5,821+594.2% | $6,713+501.9% |
| Admin fee / account holder | $74,750 | $13,988+434.4% | $10,601+605.1% | $11,407+555.3% |