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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 | $169,672 | $160,028+6.0% | $147,080+15.4% | $145,884+16.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 12.50% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,190 | $8,422-38.4% | $8,066-35.7% | $6,690-22.4% |
| Admin fee / account holder | $50,218 | $15,030+234.1% | $12,989+286.6% | $13,392+275.0% |