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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 | $60,848 | $217,432-72.0% | $185,849-67.3% | $167,536-63.7% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 10.25% | 148.42%-138.2pp | 122.10%-111.8pp | 478.82%-468.6pp |
| Employer contribution / active EE | $1,510 | $5,875-74.3% | $5,169-70.8% | $4,839-68.8% |
| Participant deferral / active EE | $4,866 | $6,357-23.5% | $5,569-12.6% | $6,342-23.3% |
| Admin fee / account holder | $29,226 | $19,818+47.5% | $16,244+79.9% | $12,315+137.3% |