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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 | $80,711 | $111,785-27.8% | $93,669-13.8% | $145,877-44.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 18.14% | 203.79%-185.6pp | 133.59%-115.4pp | 551.28%-533.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,480 | $4,919+31.7% | $4,416+46.8% | $6,691-3.1% |
| Admin fee / account holder | $714 | $10,256-93.0% | $8,291-91.4% | $13,402-94.7% |