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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 | $192,571 | $181,062+6.4% | $158,223+21.7% | $155,188+24.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 20.34% | 57.39%-37.0pp | 52.09%-31.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $30,000 | $4,565+557.2% | $4,109+630.1% | $4,248+606.3% |
| Participant deferral / active EE | $31,000 | $6,134+405.3% | $5,467+467.0% | $6,531+374.6% |
| Admin fee / account holder | $4,774,732 | $18,825+25264.0% | $16,047+29654.4% | $14,480+32875.2% |