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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 | $88,754-89.4% | $81,820-88.5% | $145,877-93.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 34.32% | 1031.77%-997.4pp | 777.93%-743.6pp | 551.28%-517.0pp |
| Employer contribution / active EE | $902 | $3,085-70.8% | $2,915-69.1% | $4,663-80.7% |
| Participant deferral / active EE | $1,225 | $4,648-73.6% | $4,323-71.7% | $6,691-81.7% |
| Admin fee / account holder | $1,609 | $8,424-80.9% | $7,391-78.2% | $13,402-88.0% |