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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 | $180,397 | $154,228+17.0% | $145,433+24.0% | $137,256+31.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.49% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,615 | $8,216+53.5% | $7,897+59.7% | $6,407+96.9% |
| Admin fee / account holder | $69,055 | $14,344+381.4% | $13,129+426.0% | $12,270+462.8% |