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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 | $168,725 | $137,414+22.8% | $189,537-11.0% | $85,847+96.5% |
| Participation rate | 0.0% | 84.6%-84.6pp | 87.8%-87.8pp | 69.3%-69.3pp |
| Annual return | 29.74% | 38.14%-8.4pp | 555.34%-525.6pp | 318.61%-288.9pp |
| Employer contribution / active EE | $1,818 | $4,344-58.1% | $6,161-70.5% | $2,565-29.1% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,119 | $8,630-63.9% | $12,048-74.1% | $6,261-50.2% |