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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 | $49,140 | $105,160-53.3% | $94,679-48.1% | $139,456-64.8% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 37.69% | 38.04%-0.4pp | 156.75%-119.1pp | 373.45%-335.8pp |
| Employer contribution / active EE | $1,056 | $4,107-74.3% | $3,673-71.3% | $4,753-77.8% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,284 | $8,988-74.6% | $7,233-68.4% | $11,407-80.0% |