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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 | $14,220 | $85,094-83.3% | $76,327-81.4% | $145,877-90.3% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.2%-79.2pp | 80.3%-80.3pp |
| Annual return | 10.62% | 13.13%-2.5pp | 13.79%-3.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $3,286 | $5,261-37.5% | $4,584-28.3% | $4,663-29.5% |
| Participant deferral / active EE | $4,409 | $6,390-31.0% | $5,478-19.5% | $6,691-34.1% |
| Admin fee / account holder | $7,074 | $5,773+22.5% | $5,139+37.7% | $13,402-47.2% |