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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 | $68,906 | $107,363-35.8% | $92,909-25.8% | $152,897-54.9% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 18.79% | 145.63%-126.8pp | 109.44%-90.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,723 | $4,222-35.5% | $3,653-25.5% | $4,764-42.8% |
| Participant deferral / active EE | $19,000 | $4,848+291.9% | $4,238+348.3% | $5,851+224.7% |
| Admin fee / account holder | $813 | $7,082-88.5% | $5,795-86.0% | $11,599-93.0% |