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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 | $184,014-57.5% | $161,149-51.5% | $138,895-43.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.8%-78.8pp | 79.9%-79.9pp |
| Annual return | 11.29% | 21.52%-10.2pp | 21.16%-9.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,006 | $6,909+15.9% | $6,153+30.1% | $6,396+25.2% |
| Admin fee / account holder | $23,850 | $18,027+32.3% | $15,194+57.0% | $12,562+89.9% |