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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 | $78,236 | $254,759-69.3% | $216,567-63.9% | $198,609-60.6% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | 11.29% | 10.04%+1.2pp | 12.94%-1.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,006 | $6,948+15.2% | $6,191+29.3% | $6,977+14.8% |
| Admin fee / account holder | $23,850 | $26,311-9.4% | $21,981+8.5% | $19,030+25.3% |