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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 | $156,398+15.3% | $147,318+22.5% | $138,895+29.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.49% | 78.75%-65.3pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,615 | $8,237+53.1% | $7,906+59.6% | $6,396+97.2% |
| Admin fee / account holder | $69,055 | $14,976+361.1% | $13,708+403.8% | $12,562+449.7% |