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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 | $129,737+16.5% | $119,126+26.9% | $154,746-2.3% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 14.11% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,337 | $4,375-46.6% | $4,034-42.1% | $4,379-46.6% |
| Participant deferral / active EE | $9,951 | $5,842+70.3% | $5,318+87.1% | $6,730+47.8% |
| Admin fee / account holder | $5,983 | $11,961-50.0% | $10,693-44.0% | $14,365-58.4% |