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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 | $21,010 | $169,356-87.6% | $129,406-83.8% | $145,897-85.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 9.12% | 14418.62%-14409.5pp | 9468.18%-9459.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,721 | $5,542-68.9% | $4,155-58.6% | $4,663-63.1% |
| Participant deferral / active EE | $2,536 | $4,987-49.1% | $4,167-39.2% | $6,689-62.1% |
| Admin fee / account holder | $520 | $9,915-94.8% | $7,689-93.2% | $13,390-96.1% |