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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 | $75,419 | $156,398-51.8% | $147,318-48.8% | $138,895-45.7% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 20.23% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $3,645 | $4,853-24.9% | $4,593-20.6% | $4,194-13.1% |
| Participant deferral / active EE | $8,665 | $8,237+5.2% | $7,906+9.6% | $6,396+35.5% |
| Admin fee / account holder | $464 | $14,976-96.9% | $13,708-96.6% | $12,562-96.3% |