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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 | $112,729-30.3% | $98,716-20.5% | $137,256-42.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 15.19% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $18,377 | $2,725+574.3% | $2,279+706.5% | $4,156+342.2% |
| Participant deferral / active EE | $14,335 | $4,640+208.9% | $4,048+254.1% | $6,407+123.7% |
| Admin fee / account holder | $8,094 | $10,129-20.1% | $8,703-7.0% | $12,270-34.0% |