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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 | $32,655 | $138,312-76.4% | $122,979-73.4% | $155,188-79.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | 8.49% | 22.06%-13.6pp | 20.12%-11.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $8,104 | $3,530+129.6% | $3,062+164.6% | $4,248+90.8% |
| Participant deferral / active EE | $5,429 | $5,592-2.9% | $5,003+8.5% | $6,531-16.9% |
| Admin fee / account holder | $313 | $15,089-97.9% | $12,864-97.6% | $14,480-97.8% |