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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 | $9,410 | $88,710-89.4% | $81,783-88.5% | $145,959-93.6% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 34.32% | 1027.26%-992.9pp | 775.05%-740.7pp | 561.95%-527.6pp |
| Employer contribution / active EE | $902 | $3,083-70.8% | $2,913-69.0% | $4,661-80.7% |
| Participant deferral / active EE | $1,225 | $4,645-73.6% | $4,320-71.6% | $6,689-81.7% |
| Admin fee / account holder | $1,609 | $8,407-80.9% | $7,380-78.2% | $13,398-88.0% |