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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 | $122,189 | $93,345+30.9% | $119,126+2.6% | $87,485+39.7% |
| Participation rate | 0.0% | 68.7%-68.7pp | 75.8%-75.8pp | 68.9%-68.9pp |
| Annual return | 17.26% | 19.08%-1.8pp | 282.11%-264.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,239 | $3,172-29.4% | $4,034-44.5% | $2,596-13.8% |
| Participant deferral / active EE | $5,968 | $4,099+45.6% | $5,318+12.2% | $4,274+39.7% |
| Admin fee / account holder | $20,713 | $8,039+157.7% | $10,693+93.7% | $7,775+166.4% |