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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 | $101,815 | $56,200+81.2% | $67,653+50.5% | $59,633+70.7% |
| Participation rate | 0.0% | 71.5%-71.5pp | 75.7%-75.7pp | 68.7%-68.7pp |
| Annual return | -0.62% | 18506.71%-18507.3pp | 6625.22%-6625.8pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $3,442 | $1,615+113.2% | $2,266+51.9% | $2,203+56.3% |
| Participant deferral / active EE | $6,104 | $2,843+114.7% | $3,560+71.5% | $3,192+91.2% |
| Admin fee / account holder | $3,789 | $3,959-4.3% | $4,821-21.4% | $4,297-11.8% |