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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 | $47,277 | $159,934-70.4% | $147,005-67.8% | $145,959-67.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.27% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $3,276 | $5,287-38.0% | $4,934-33.6% | $4,661-29.7% |
| Participant deferral / active EE | $14,996 | $8,427+77.9% | $8,070+85.8% | $6,689+124.2% |
| Admin fee / account holder | $668 | $15,053-95.6% | $13,006-94.9% | $13,398-95.0% |