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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 | $110,220 | $175,259-37.1% | $149,723-26.4% | $139,487-21.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 15.82% | 166.82%-151.0pp | 134.50%-118.7pp | 373.84%-358.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,234 | $6,522-35.1% | $5,682-25.5% | $6,713-36.9% |
| Admin fee / account holder | $2,115 | $16,158-86.9% | $13,215-84.0% | $11,407-81.5% |