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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 | $169,119 | $211,224-19.9% | $178,505-5.3% | $145,897+15.9% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 0.00% | 30.28%-30.3pp | 27.16%-27.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $10,106 | $4,577+120.8% | $3,955+155.5% | $4,663+116.8% |
| Participant deferral / active EE | $29,126 | $6,966+318.1% | $6,280+363.8% | $6,689+335.4% |
| Admin fee / account holder | $19,158 | $12,109+58.2% | $10,428+83.7% | $13,390+43.1% |