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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 | $102,795 | $160,028-35.8% | $147,080-30.1% | $145,884-29.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 11.11% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $6,800 | $5,286+28.6% | $4,933+37.8% | $4,662+45.9% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $10,981 | $15,030-26.9% | $12,989-15.5% | $13,392-18.0% |