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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 | $18,682 | $138,078-86.5% | $125,363-85.1% | $134,509-86.1% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $8,441 | $5,245+60.9% | $4,815+75.3% | $4,741+78.1% |
| Participant deferral / active EE | $10,769 | $7,800+38.1% | $7,447+44.6% | $6,400+68.3% |
| Admin fee / account holder | $1,967 | $11,566-83.0% | $10,005-80.3% | $11,427-82.8% |