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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 | $122,836 | $52,353+134.6% | $120,225+2.2% | $82,448+49.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 13.36% | 61.85%-48.5pp | 439.23%-425.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $5,356 | $1,510+254.7% | $3,475+54.1% | $2,551+110.0% |
| Participant deferral / active EE | $6,961 | $2,627+165.0% | $3,999+74.1% | $4,139+68.2% |
| Admin fee / account holder | $3,013 | $4,363-30.9% | $5,696-47.1% | $7,234-58.4% |