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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 | $75,972 | $72,465+4.8% | $67,575+12.4% | $145,884-47.9% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 9.22% | 7222.56%-7213.3pp | 3528.98%-3519.8pp | 551.85%-542.6pp |
| Employer contribution / active EE | $3,137 | $3,074+2.1% | $2,736+14.7% | $4,662-32.7% |
| Participant deferral / active EE | $5,778 | $4,786+20.7% | $4,003+44.3% | $6,690-13.6% |
| Admin fee / account holder | $3,012 | $5,515-45.4% | $3,993-24.6% | $13,392-77.5% |