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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 | $151,167 | $111,535+35.5% | $105,223+43.7% | $137,256+10.1% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 14.11% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,337 | $3,939-40.7% | $3,689-36.6% | $4,156-43.8% |
| Participant deferral / active EE | $9,951 | $5,500+80.9% | $5,072+96.2% | $6,407+55.3% |
| Admin fee / account holder | $5,983 | $9,721-38.5% | $8,859-32.5% | $12,270-51.2% |