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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 | $123,193 | $197,637-37.7% | $177,848-30.7% | $158,982-22.5% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 17.05% | 58.77%-41.7pp | 48.33%-31.3pp | 302.99%-285.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,927 | $8,405+65.7% | $7,714+80.6% | $5,983+132.8% |
| Admin fee / account holder | $36,677 | $15,406+138.1% | $12,431+195.0% | $11,252+226.0% |