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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 | $205,462 | $166,131+23.7% | $164,975+24.5% | $145,877+40.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 21.53% | 100.37%-78.8pp | 70.12%-48.6pp | 551.28%-529.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,000 | $6,962-42.5% | $6,033-33.7% | $6,691-40.2% |
| Admin fee / account holder | $1,592 | $16,648-90.4% | $12,688-87.5% | $13,402-88.1% |