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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 | $21,365 | $169,336-87.4% | $129,384-83.5% | $145,884-85.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 10.84% | 14408.70%-14397.9pp | 9461.77%-9450.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $605 | $5,540-89.1% | $4,153-85.4% | $4,662-87.0% |
| Participant deferral / active EE | $5,132 | $4,985+2.9% | $4,166+23.2% | $6,690-23.3% |
| Admin fee / account holder | $6,204 | $9,912-37.4% | $7,686-19.3% | $13,392-53.7% |