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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 | $45,273 | $162,136-72.1% | $152,301-70.3% | $154,746-70.7% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 17.96% | 91.02%-73.1pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,560 | $8,341-9.4% | $8,004-5.6% | $6,730+12.3% |
| Admin fee / account holder | $53,309 | $15,759+238.3% | $14,398+270.3% | $14,365+271.1% |