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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 | $42,420 | $102,595-58.7% | $94,057-54.9% | $154,746-72.6% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 18.08% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,603 | $3,147-49.1% | $2,933-45.3% | $4,379-63.4% |
| Participant deferral / active EE | $6,120 | $5,118+19.6% | $4,709+30.0% | $6,730-9.1% |
| Admin fee / account holder | $6,761 | $7,736-12.6% | $7,244-6.7% | $14,365-52.9% |