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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 | $136,393 | $162,529-16.1% | $130,788+4.3% | $154,746-11.9% |
| Participation rate | 57.1% | 75.9%-18.7pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 16.06% | 510.48%-494.4pp | 386.44%-370.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,871 | $4,808+1.3% | $4,137+17.7% | $6,730-27.6% |
| Admin fee / account holder | $10,605 | $7,669+38.3% | $6,673+58.9% | $14,365-26.2% |