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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 | $196,005 | $160,070+22.4% | $147,117+33.2% | $145,897+34.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.85% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,039 | $8,419-40.1% | $8,065-37.5% | $6,689-24.7% |
| Admin fee / account holder | $182,425 | $15,035+1113.3% | $12,993+1304.1% | $13,390+1262.4% |