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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 | $160,028-70.5% | $147,080-67.9% | $145,884-67.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.27% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $3,276 | $5,286-38.0% | $4,933-33.6% | $4,662-29.7% |
| Participant deferral / active EE | $14,996 | $8,422+78.1% | $8,066+85.9% | $6,690+124.2% |
| Admin fee / account holder | $668 | $15,030-95.6% | $12,989-94.9% | $13,392-95.0% |