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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 | $47,277 | $160,070-70.5% | $147,117-67.9% | $145,897-67.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.27% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,276 | $5,285-38.0% | $4,932-33.6% | $4,663-29.7% |
| Participant deferral / active EE | $14,996 | $8,419+78.1% | $8,065+85.9% | $6,689+124.2% |
| Admin fee / account holder | $668 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |