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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 | $114,756 | $51,631+122.3% | $129,397-11.3% | $80,925+41.8% |
| Participation rate | 0.0% | 56.9%-56.9pp | 69.6%-69.6pp | 67.7%-67.7pp |
| Annual return | 13.61% | 20.77%-7.2pp | 9453.98%-9440.4pp | 35.65%-22.0pp |
| Employer contribution / active EE | $5,383 | $1,583+240.0% | $4,154+29.6% | $2,756+95.3% |
| Participant deferral / active EE | $7,300 | $2,670+173.4% | $4,167+75.2% | $4,299+69.8% |
| Admin fee / account holder | $2,497 | $4,309-42.0% | $7,679-67.5% | $6,940-64.0% |