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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 | $97,202 | $209,425-53.6% | $178,499-45.5% | $158,966-38.9% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 11.85% | 188.80%-176.9pp | 151.10%-139.2pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,593 | $5,955-22.9% | $5,202-11.7% | $5,983-23.2% |
| Admin fee / account holder | $3,670 | $17,078-78.5% | $13,986-73.8% | $11,250-67.4% |