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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 | $105,284+16.1% | $150,734-18.9% | $94,015+30.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 78.4%-78.4pp | 70.8%-70.8pp |
| Annual return | 17.26% | 15.67%+1.6pp | 600.81%-583.5pp | 17.84%-0.6pp |
| Employer contribution / active EE | $2,239 | $3,599-37.8% | $4,918-54.5% | $2,790-19.8% |
| Participant deferral / active EE | $5,968 | $4,274+39.7% | $5,610+6.4% | $4,249+40.4% |
| Admin fee / account holder | $20,713 | $9,839+110.5% | $14,905+39.0% | $8,951+131.4% |