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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 | $15,314 | $88,710-82.7% | $81,783-81.3% | $145,959-89.5% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 12.67% | 1027.26%-1014.6pp | 775.05%-762.4pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,288 | $3,083+6.6% | $2,913+12.9% | $4,661-29.5% |
| Participant deferral / active EE | $3,742 | $4,645-19.4% | $4,320-13.4% | $6,689-44.1% |
| Admin fee / account holder | $50,526 | $8,407+501.0% | $7,380+584.6% | $13,398+277.1% |