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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 | $22,676 | $103,000-78.0% | $90,300-74.9% | $152,885-85.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 24.44% | 95.19%-70.8pp | 78.11%-53.7pp | 345.39%-321.0pp |
| Employer contribution / active EE | $3,552 | $3,138+13.2% | $2,854+24.4% | $4,763-25.4% |
| Participant deferral / active EE | $5,937 | $4,281+38.7% | $3,884+52.8% | $5,851+1.5% |
| Admin fee / account holder | $25,206 | $6,173+308.3% | $5,353+370.9% | $11,598+117.3% |