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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 | $201,344+16.1% | $184,243+26.9% | $145,877+60.3% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 72.57% | 29.01%+43.6pp | 28.82%+43.8pp | 551.28%-478.7pp |
| Employer contribution / active EE | $18,012 | $7,022+156.5% | $6,427+180.3% | $4,663+286.3% |
| Participant deferral / active EE | $14,517 | $9,807+48.0% | $9,132+59.0% | $6,691+117.0% |
| Admin fee / account holder | $473 | $16,382-97.1% | $13,914-96.6% | $13,402-96.5% |