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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 | $126,924 | $60,349+110.3% | $74,184+71.1% | $62,881+101.8% |
| Participation rate | 0.0% | 72.7%-72.7pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 9.19% | 21.38%-12.2pp | 17.74%-8.5pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,608 | $1,680+174.2% | $2,370+94.4% | $2,281+102.0% |
| Participant deferral / active EE | $8,404 | $2,856+194.2% | $3,550+136.7% | $3,203+162.4% |
| Admin fee / account holder | $2,798 | $4,261-34.3% | $5,586-49.9% | $4,296-34.9% |