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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 | $151,219 | $165,381-8.6% | $149,730+1.0% | $158,966-4.9% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 10.78% | 348.29%-337.5pp | 276.70%-265.9pp | 302.95%-292.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,853 | $7,182-46.4% | $6,843-43.7% | $5,983-35.6% |
| Admin fee / account holder | $27,321 | $10,809+152.8% | $9,310+193.4% | $11,250+142.9% |