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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 | $32,088 | $160,028-79.9% | $147,080-78.2% | $145,884-78.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.40% | 98.60%-78.2pp | 420.17%-399.8pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,328 | $5,286-56.0% | $4,933-52.8% | $4,662-50.1% |
| Participant deferral / active EE | $5,255 | $8,422-37.6% | $8,066-34.9% | $6,690-21.4% |
| Admin fee / account holder | $1,287 | $15,030-91.4% | $12,989-90.1% | $13,392-90.4% |