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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 | $143,806 | $161,352-10.9% | $134,172+7.2% | $137,256+4.8% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.5%-72.5pp | 80.0%-80.0pp |
| Annual return | 13.00% | 28.72%-15.7pp | 25.30%-12.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,293 | $4,099+4.7% | $3,420+25.5% | $4,156+3.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,001 | $15,028-0.2% | $12,016+24.8% | $12,270+22.3% |