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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 | $137,317 | $150,412-8.7% | $120,574+13.9% | $145,884-5.9% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 9.17% | 154.50%-145.3pp | 107.42%-98.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $4,418 | $4,355+1.5% | $3,471+27.3% | $4,662-5.2% |
| Participant deferral / active EE | $10,000 | $6,175+61.9% | $4,996+100.2% | $6,690+49.5% |
| Admin fee / account holder | $101,977 | $12,224+734.3% | $9,445+979.7% | $13,392+661.5% |