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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 | $102,998 | $176,688-41.7% | $130,660-21.2% | $152,909-32.6% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.5%-82.5pp |
| Annual return | 15.64% | 2693.08%-2677.4pp | 1709.29%-1693.7pp | 345.46%-329.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,148 | $4,362-73.7% | $3,603-68.1% | $5,851-80.4% |
| Admin fee / account holder | $2,662 | $7,131-62.7% | $5,463-51.3% | $11,601-77.1% |