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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 | $60,382 | $109,872-45.0% | $98,483-38.7% | $167,536-64.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 32.28% | 1959.31%-1927.0pp | 1494.38%-1462.1pp | 478.82%-446.5pp |
| Employer contribution / active EE | $1,447 | $3,225-55.1% | $2,961-51.1% | $4,839-70.1% |
| Participant deferral / active EE | $2,266 | $4,673-51.5% | $4,276-47.0% | $6,342-64.3% |
| Admin fee / account holder | $1,546 | $6,757-77.1% | $5,953-74.0% | $12,315-87.4% |