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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 | $8,383 | $76,519-89.0% | $56,025-85.0% | $145,897-94.3% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 13.07% | 3017.03%-3004.0pp | 1712.69%-1699.6pp | 552.29%-539.2pp |
| Employer contribution / active EE | $5,954 | $1,383+330.4% | $1,042+471.6% | $4,663+27.7% |
| Participant deferral / active EE | $7,162 | $2,624+172.9% | $1,955+266.4% | $6,689+7.1% |
| Admin fee / account holder | $7,523 | $3,331+125.9% | $2,828+166.0% | $13,390-43.8% |