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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 | $25,037 | $76,522-67.3% | $56,033-55.3% | $145,884-82.8% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 16.86% | 3014.28%-2997.4pp | 1711.38%-1694.5pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,180 | $1,382-14.6% | $1,041+13.4% | $4,662-74.7% |
| Participant deferral / active EE | $2,295 | $2,624-12.5% | $1,954+17.5% | $6,690-65.7% |
| Admin fee / account holder | $479 | $3,328-85.6% | $2,827-83.0% | $13,392-96.4% |