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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 | $161,254 | $192,829-16.4% | $142,516+13.1% | $139,487+15.6% |
| Participation rate | 0.0% | 81.4%-81.4pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | 14.24% | 18.07%-3.8pp | 20.03%-5.8pp | 373.84%-359.6pp |
| Employer contribution / active EE | $4,468 | $5,808-23.1% | $4,849-7.9% | $4,755-6.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $22,464 | $15,120+48.6% | $10,008+124.4% | $11,407+96.9% |