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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 | $69,209 | $76,519-9.6% | $56,025+23.5% | $145,897-52.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.44% | 3017.03%-3004.6pp | 1712.69%-1700.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,052 | $1,383-24.0% | $1,042+1.0% | $4,663-77.4% |
| Participant deferral / active EE | $1,650 | $2,624-37.1% | $1,955-15.6% | $6,689-75.3% |
| Admin fee / account holder | $1,944 | $3,331-41.6% | $2,828-31.3% | $13,390-85.5% |