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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 | $233,839 | $201,259+16.2% | $184,200+26.9% | $145,959+60.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 72.57% | 28.98%+43.6pp | 28.80%+43.8pp | 561.95%-489.4pp |
| Employer contribution / active EE | $18,012 | $7,018+156.7% | $6,424+180.4% | $4,661+286.5% |
| Participant deferral / active EE | $14,517 | $9,806+48.0% | $9,132+59.0% | $6,689+117.0% |
| Admin fee / account holder | $473 | $16,372-97.1% | $13,907-96.6% | $13,398-96.5% |