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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 | $40,449 | $152,619-73.5% | $125,195-67.7% | $152,909-73.5% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 18.02% | 54.85%-36.8pp | 43.79%-25.8pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,140 | $4,947-77.0% | $3,866-70.5% | $4,764-76.1% |
| Participant deferral / active EE | $3,600 | $5,869-38.7% | $4,937-27.1% | $5,851-38.5% |
| Admin fee / account holder | $6,145 | $13,437-54.3% | $9,704-36.7% | $11,601-47.0% |