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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 | $103,481 | $168,635-38.6% | $147,617-29.9% | $125,389-17.5% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -2.15% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $9,154 | $6,252+46.4% | $5,564+64.5% | $4,866+88.1% |
| Participant deferral / active EE | $3,795 | $5,507-31.1% | $4,895-22.5% | $5,352-29.1% |
| Admin fee / account holder | $606 | $13,580-95.5% | $11,612-94.8% | $9,541-93.6% |