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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 | $169,237-72.7% | $129,339-64.3% | $145,978-68.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 18.43% | 14364.43%-14346.0pp | 9437.05%-9418.6pp | 550.52%-532.1pp |
| Employer contribution / active EE | $1,900 | $5,540-65.7% | $4,154-54.3% | $4,662-59.2% |
| Participant deferral / active EE | $4,292 | $4,991-14.0% | $4,170+2.9% | $6,690-35.8% |
| Admin fee / account holder | $5,808 | $9,882-41.2% | $7,668-24.3% | $13,400-56.7% |