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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 | $115,879 | $105,856+9.5% | $90,161+28.5% | $147,586-21.5% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 12.18% | 37.63%-25.4pp | 34.89%-22.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,826 | $4,126-31.5% | $3,318-14.8% | $4,876-42.0% |
| Participant deferral / active EE | $5,666 | $5,733-1.2% | $5,287+7.2% | $5,439+4.2% |
| Admin fee / account holder | $2,725 | $8,046-66.1% | $5,943-54.1% | $10,886-75.0% |