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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 | $211,961 | $211,239+0.3% | $178,528+18.7% | $145,877+45.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.78% | 30.22%-16.4pp | 27.11%-13.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,725 | $6,963-75.2% | $6,278-72.5% | $6,691-74.2% |
| Admin fee / account holder | $2,117 | $12,095-82.5% | $10,419-79.7% | $13,402-84.2% |