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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 | $75,972 | $72,446+4.9% | $67,561+12.4% | $145,877-47.9% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 9.22% | 7211.98%-7202.8pp | 3525.44%-3516.2pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,137 | $3,072+2.1% | $2,735+14.7% | $4,663-32.7% |
| Participant deferral / active EE | $5,778 | $4,785+20.8% | $4,003+44.3% | $6,691-13.6% |
| Admin fee / account holder | $3,012 | $5,541-45.6% | $4,006-24.8% | $13,402-77.5% |