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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 | $124,980-37.2% | $108,359-27.5% | $154,746-49.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 15.19% | 45.00%-29.8pp | 36.89%-21.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $18,377 | $2,851+544.7% | $2,399+665.9% | $4,379+319.6% |
| Participant deferral / active EE | $14,335 | $4,743+202.2% | $4,137+246.5% | $6,730+113.0% |
| Admin fee / account holder | $8,094 | $11,502-29.6% | $9,741-16.9% | $14,365-43.7% |