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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 | $45,040 | $169,161-73.4% | $129,295-65.2% | $145,959-69.1% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 14.15% | 14348.07%-14333.9pp | 9429.28%-9415.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $915 | $5,543-83.5% | $4,157-78.0% | $4,661-80.4% |
| Participant deferral / active EE | $915 | $4,989-81.7% | $4,169-78.1% | $6,689-86.3% |
| Admin fee / account holder | $4,463 | $9,878-54.8% | $7,665-41.8% | $13,398-66.7% |