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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 | $156,398-32.2% | $147,318-28.0% | $138,895-23.6% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 19.95% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,330 | $4,853-31.4% | $4,593-27.5% | $4,194-20.6% |
| Participant deferral / active EE | $7,422 | $8,237-9.9% | $7,906-6.1% | $6,396+16.0% |
| Admin fee / account holder | $5,374 | $14,976-64.1% | $13,708-60.8% | $12,562-57.2% |