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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 | $46,234 | $169,161-72.7% | $129,295-64.2% | $145,959-68.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 18.43% | 14348.07%-14329.6pp | 9429.28%-9410.9pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,900 | $5,543-65.7% | $4,157-54.3% | $4,661-59.2% |
| Participant deferral / active EE | $4,292 | $4,989-14.0% | $4,169+2.9% | $6,689-35.8% |
| Admin fee / account holder | $5,808 | $9,878-41.2% | $7,665-24.2% | $13,398-56.7% |