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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 | $192,384 | $107,363+79.2% | $92,909+107.1% | $152,897+25.8% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 21.57% | 145.63%-124.1pp | 109.44%-87.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $3,311 | $4,222-21.6% | $3,653-9.4% | $4,764-30.5% |
| Participant deferral / active EE | $13,093 | $4,848+170.1% | $4,238+208.9% | $5,851+123.8% |
| Admin fee / account holder | $1,442 | $7,082-79.6% | $5,795-75.1% | $11,599-87.6% |