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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 | $111,878-27.9% | $93,727-13.9% | $145,897-44.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 18.14% | 204.28%-186.1pp | 133.83%-115.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,480 | $4,920+31.7% | $4,417+46.7% | $6,689-3.1% |
| Admin fee / account holder | $714 | $10,256-93.0% | $8,292-91.4% | $13,390-94.7% |