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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 | $105,349 | $159,978-34.1% | $147,041-28.4% | $145,978-27.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.53% | 98.36%-80.8pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $3,949 | $5,288-25.3% | $4,935-20.0% | $4,662-15.3% |
| Participant deferral / active EE | $11,350 | $8,429+34.7% | $8,071+40.6% | $6,690+69.7% |
| Admin fee / account holder | $714 | $15,053-95.3% | $13,006-94.5% | $13,400-94.7% |