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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 | $18,729 | $100,895-81.4% | $90,430-79.3% | $158,950-88.2% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 12.92% | 1725.54%-1712.6pp | 1293.73%-1280.8pp | 302.91%-290.0pp |
| Employer contribution / active EE | $1,628 | $3,689-55.9% | $3,262-50.1% | $4,762-65.8% |
| Participant deferral / active EE | $1,756 | $4,347-59.6% | $3,963-55.7% | $5,983-70.6% |
| Admin fee / account holder | $592 | $6,505-90.9% | $5,613-89.5% | $11,248-94.7% |