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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 | $147,744 | $157,296-6.1% | $141,191+4.6% | $152,897-3.4% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 16.39% | 64.34%-48.0pp | 71.41%-55.0pp | 345.43%-329.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,500 | $7,111+174.2% | $6,710+190.6% | $5,851+233.3% |
| Admin fee / account holder | $736 | $12,125-93.9% | $10,264-92.8% | $11,599-93.7% |