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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 | $88,754-82.7% | $81,820-81.3% | $145,877-89.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 12.67% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,288 | $3,085+6.6% | $2,915+12.8% | $4,663-29.5% |
| Participant deferral / active EE | $3,742 | $4,648-19.5% | $4,323-13.4% | $6,691-44.1% |
| Admin fee / account holder | $50,526 | $8,424+499.8% | $7,391+583.7% | $13,402+277.0% |