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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 | $115,306 | $150,447-23.4% | $136,298-15.4% | $147,586-21.9% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 17.54% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.1pp |
| Employer contribution / active EE | $5,081 | $5,256-3.3% | $4,696+8.2% | $4,876+4.2% |
| Participant deferral / active EE | $11,221 | $6,631+69.2% | $6,247+79.6% | $5,439+106.3% |
| Admin fee / account holder | $2,178 | $10,906-80.0% | $9,244-76.4% | $10,886-80.0% |