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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 | $48,006 | $176,688-72.8% | $130,660-63.3% | $152,897-68.6% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.5%-82.5pp |
| Annual return | 16.88% | 2693.08%-2676.2pp | 1709.29%-1692.4pp | 345.43%-328.6pp |
| Employer contribution / active EE | $3,640 | $5,743-36.6% | $4,092-11.0% | $4,764-23.6% |
| Participant deferral / active EE | $2,487 | $4,362-43.0% | $3,603-31.0% | $5,851-57.5% |
| Admin fee / account holder | $2,699 | $7,131-62.2% | $5,463-50.6% | $11,599-76.7% |