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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 | $13,788 | $81,763-83.1% | $58,561-76.5% | $139,466-90.1% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 20.49% | 7427.77%-7407.3pp | 4251.33%-4230.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,075 | $1,398+48.4% | $1,053+97.0% | $4,754-56.4% |
| Participant deferral / active EE | $4,659 | $2,555+82.4% | $1,923+142.3% | $6,712-30.6% |
| Admin fee / account holder | $2,804 | $3,273-14.3% | $2,520+11.2% | $11,409-75.4% |