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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 | $157,864 | $138,075+14.3% | $123,552+27.8% | $135,379+16.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 2.50% | 153.70%-151.2pp | 119.20%-116.7pp | 519.79%-517.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,131 | $6,800-39.2% | $6,426-35.7% | $5,609-26.4% |
| Admin fee / account holder | $16,428 | $10,917+50.5% | $9,285+76.9% | $10,828+51.7% |