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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 | $18,497 | $96,123-80.8% | $77,361-76.1% | $198,609-90.7% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.0%-75.0pp | 82.4%-82.4pp |
| Annual return | 5.34% | 2054.81%-2049.5pp | 1011.54%-1006.2pp | 202.70%-197.4pp |
| Employer contribution / active EE | $2,047 | $3,791-46.0% | $2,990-31.5% | $5,055-59.5% |
| Participant deferral / active EE | $6,318 | $4,975+27.0% | $3,911+61.6% | $6,977-9.4% |
| Admin fee / account holder | $22,666 | $9,471+139.3% | $5,894+284.6% | $19,030+19.1% |