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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 | $138,427 | $148,623-6.9% | $135,974+1.8% | $139,466-0.7% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 13.79% | 79.30%-65.5pp | 68.30%-54.5pp | 373.66%-359.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,796 | $8,103+57.9% | $7,760+64.9% | $6,712+90.6% |
| Admin fee / account holder | $20,389 | $12,406+64.3% | $10,767+89.4% | $11,409+78.7% |