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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 | $212,803 | $180,462+17.9% | $154,111+38.1% | $135,379+57.2% |
| Participation rate | 45.5% | 87.4%-42.0pp | 83.0%-37.6pp | 82.6%-37.2pp |
| Annual return | 1.88% | 888.17%-886.3pp | 735.18%-733.3pp | 519.79%-517.9pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,388 | $5,806-58.9% | $5,081-53.0% | $5,609-57.4% |
| Admin fee / account holder | $50,512 | $16,145+212.9% | $13,411+276.6% | $10,828+366.5% |