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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 | $88,815-82.8% | $81,882-81.3% | $145,897-89.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 12.67% | 1033.75%-1021.1pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,288 | $3,086+6.5% | $2,916+12.8% | $4,663-29.5% |
| Participant deferral / active EE | $3,742 | $4,647-19.5% | $4,323-13.4% | $6,689-44.1% |
| Admin fee / account holder | $50,526 | $8,434+499.0% | $7,360+586.5% | $13,390+277.3% |