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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 | $181,194 | $99,032+83.0% | $80,022+126.4% | $135,380+33.8% |
| Participation rate | 0.0% | 78.4%-78.4pp | 75.8%-75.8pp | 82.6%-82.6pp |
| Annual return | 3.43% | 15.39%-12.0pp | 11.22%-7.8pp | 519.81%-516.4pp |
| Employer contribution / active EE | $3,762 | $3,043+23.6% | $2,468+52.4% | $4,779-21.3% |
| Participant deferral / active EE | $4,015 | $4,282-6.2% | $3,686+8.9% | $5,609-28.4% |
| Admin fee / account holder | $15,750 | $10,436+50.9% | $6,521+141.5% | $10,828+45.5% |