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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 | $161,222 | $148,629+8.5% | $135,982+18.6% | $139,487+15.6% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 15.02% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $14,714 | $5,247+180.5% | $4,859+202.8% | $4,755+209.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $43,099 | $12,406+247.4% | $10,767+300.3% | $11,407+277.8% |