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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 | $184,817 | $156,398+18.2% | $147,318+25.5% | $138,895+33.1% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 20.49% | 78.75%-58.3pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $3,807 | $4,853-21.6% | $4,593-17.1% | $4,194-9.2% |
| Participant deferral / active EE | $10,742 | $8,237+30.4% | $7,906+35.9% | $6,396+67.9% |
| Admin fee / account holder | $5,393 | $14,976-64.0% | $13,708-60.7% | $12,562-57.1% |