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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 | $53,756 | $183,539-70.7% | $155,556-65.4% | $145,897-63.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 24.32% | 61.31%-37.0pp | 64.84%-40.5pp | 552.29%-528.0pp |
| Employer contribution / active EE | $3,380 | $5,315-36.4% | $4,675-27.7% | $4,663-27.5% |
| Participant deferral / active EE | $10,180 | $6,467+57.4% | $5,631+80.8% | $6,689+52.2% |
| Admin fee / account holder | $1,890 | $19,275-90.2% | $15,885-88.1% | $13,390-85.9% |