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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 | $221,137 | $183,592+20.5% | $155,574+42.1% | $145,877+51.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.01% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,691+71.9% |
| Admin fee / account holder | $1,594 | $19,316-91.7% | $15,914-90.0% | $13,402-88.1% |