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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 | $67,409 | $197,637-65.9% | $177,848-62.1% | $158,982-57.6% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 31.31% | 58.77%-27.5pp | 48.33%-17.0pp | 302.99%-271.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,000 | $8,405+126.1% | $7,714+146.3% | $5,983+217.5% |
| Admin fee / account holder | $633 | $15,406-95.9% | $12,431-94.9% | $11,252-94.4% |