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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 | $39,798 | $169,356-76.5% | $129,406-69.2% | $145,897-72.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 10.50% | 14418.62%-14408.1pp | 9468.18%-9457.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,301 | $5,542-22.4% | $4,155+3.5% | $4,663-7.8% |
| Participant deferral / active EE | $3,415 | $4,987-31.5% | $4,167-18.1% | $6,689-49.0% |
| Admin fee / account holder | $3,133 | $9,915-68.4% | $7,689-59.2% | $13,390-76.6% |