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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 | $106,113 | $155,555-31.8% | $146,866-27.7% | $155,188-31.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 19.95% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $3,330 | $4,647-28.3% | $4,425-24.7% | $4,248-21.6% |
| Participant deferral / active EE | $7,422 | $8,044-7.7% | $7,759-4.3% | $6,531+13.6% |
| Admin fee / account holder | $5,374 | $14,755-63.6% | $13,620-60.5% | $14,480-62.9% |