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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 | $20,964 | $97,729-78.5% | $83,830-75.0% | $135,379-84.5% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -5.81% | 1287.52%-1293.3pp | 850.97%-856.8pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,142 | $4,222-73.0% | $3,631-68.6% | $4,779-76.1% |
| Participant deferral / active EE | $1,285 | $4,683-72.6% | $4,082-68.5% | $5,609-77.1% |
| Admin fee / account holder | $981 | $6,674-85.3% | $5,479-82.1% | $10,828-90.9% |