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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 | $39,171 | $169,356-76.9% | $129,406-69.7% | $145,897-73.2% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 13.30% | 14418.62%-14405.3pp | 9468.18%-9454.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,327 | $5,542-76.1% | $4,155-68.1% | $4,663-71.5% |
| Participant deferral / active EE | $3,566 | $4,987-28.5% | $4,167-14.4% | $6,689-46.7% |
| Admin fee / account holder | $2,610 | $9,915-73.7% | $7,689-66.1% | $13,390-80.5% |