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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 | $130,997 | $99,011+32.3% | $86,582+51.3% | $147,586-11.2% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 13.28% | 1312.75%-1299.5pp | 965.08%-951.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $2,288 | $3,132-27.0% | $2,839-19.4% | $4,876-53.1% |
| Participant deferral / active EE | $3,175 | $3,972-20.1% | $3,609-12.0% | $5,439-41.6% |
| Admin fee / account holder | $70,485 | $5,709+1134.7% | $4,904+1337.3% | $10,886+547.5% |