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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 | $173,027 | $105,200+64.5% | $159,474+8.5% | $85,847+101.6% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.8%-13.7pp | 69.3%-0.2pp |
| Annual return | 17.82% | 45.08%-27.3pp | 263.68%-245.9pp | 318.61%-300.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,632 | $5,946+28.4% | $7,353+3.8% | $3,952+93.1% |
| Admin fee / account holder | $5,651 | $6,934-18.5% | $10,802-47.7% | $6,261-9.7% |