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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 | $13,622 | $81,763-83.3% | $58,561-76.7% | $139,466-90.2% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 24.96% | 7427.77%-7402.8pp | 4251.33%-4226.4pp | 373.66%-348.7pp |
| Employer contribution / active EE | $1,653 | $1,398+18.3% | $1,053+56.9% | $4,754-65.2% |
| Participant deferral / active EE | $4,280 | $2,555+67.5% | $1,923+122.6% | $6,712-36.2% |
| Admin fee / account holder | $1,386 | $3,273-57.7% | $2,520-45.0% | $11,409-87.9% |