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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 | $30,928 | $96,123-67.8% | $77,361-60.0% | $198,609-84.4% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.0%-75.0pp | 82.4%-82.4pp |
| Annual return | 15.61% | 2054.81%-2039.2pp | 1011.54%-995.9pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,627 | $3,791-57.1% | $2,990-45.6% | $5,055-67.8% |
| Participant deferral / active EE | $3,870 | $4,975-22.2% | $3,911-1.0% | $6,977-44.5% |
| Admin fee / account holder | $2,668 | $9,471-71.8% | $5,894-54.7% | $19,030-86.0% |