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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 | $92,673 | $183,516-49.5% | $155,534-40.4% | $145,884-36.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.02% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,195 | $6,467-66.1% | $5,630-61.0% | $6,690-67.2% |
| Admin fee / account holder | $24,846 | $19,293+28.8% | $15,900+56.3% | $13,392+85.5% |