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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 | $78,517 | $156,616-49.9% | $133,346-41.1% | $198,609-60.5% |
| Participation rate | 0.0% | 77.7%-77.7pp | 72.8%-72.8pp | 82.4%-82.4pp |
| Annual return | 15.19% | 44.25%-29.1pp | 36.85%-21.7pp | 202.70%-187.5pp |
| Employer contribution / active EE | $18,377 | $3,368+445.6% | $2,853+544.0% | $5,055+263.5% |
| Participant deferral / active EE | $14,335 | $4,920+191.4% | $4,332+230.9% | $6,977+105.5% |
| Admin fee / account holder | $8,094 | $17,468-53.7% | $14,264-43.3% | $19,030-57.5% |