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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 | $18,422 | $148,623-87.6% | $135,974-86.5% | $139,466-86.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 158.07% | 79.30%+78.8pp | 68.30%+89.8pp | 373.66%-215.6pp |
| Employer contribution / active EE | $2,281 | $5,246-56.5% | $4,859-53.1% | $4,754-52.0% |
| Participant deferral / active EE | $7,013 | $8,103-13.4% | $7,760-9.6% | $6,712+4.5% |
| Admin fee / account holder | $3,972 | $12,406-68.0% | $10,767-63.1% | $11,409-65.2% |