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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 | $124,367 | $160,040-22.3% | $147,096-15.5% | $145,877-14.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.45% | 98.49%-88.0pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,433 | $8,429+23.8% | $8,071+29.3% | $6,691+55.9% |
| Admin fee / account holder | $28,894 | $15,050+92.0% | $13,005+122.2% | $13,402+115.6% |