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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 | $14,095 | $90,617-84.4% | $79,476-82.3% | $135,382-89.6% |
| Participation rate | 0.0% | 76.1%-76.1pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | 8.34% | 977.57%-969.2pp | 718.21%-709.9pp | 519.77%-511.4pp |
| Employer contribution / active EE | $1,659 | $3,068-45.9% | $2,800-40.8% | $4,779-65.3% |
| Participant deferral / active EE | $3,043 | $4,050-24.9% | $3,704-17.8% | $5,609-45.7% |
| Admin fee / account holder | $155,870 | $5,907+2538.6% | $5,113+2948.3% | $10,829+1339.4% |