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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 | $181,395 | $160,040+13.3% | $147,096+23.3% | $145,877+24.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.76% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,160 | $8,429+20.5% | $8,071+25.9% | $6,691+51.9% |
| Admin fee / account holder | $19,579 | $15,050+30.1% | $13,005+50.5% | $13,402+46.1% |