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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 | $239,986 | $109,905+118.4% | $98,506+143.6% | $167,553+43.2% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 18.56% | 1960.20%-1941.6pp | 1494.92%-1476.4pp | 478.89%-460.3pp |
| Employer contribution / active EE | $6,457 | $3,226+100.2% | $2,961+118.0% | $4,840+33.4% |
| Participant deferral / active EE | $7,747 | $4,674+65.8% | $4,277+81.1% | $6,343+22.1% |
| Admin fee / account holder | $2,153 | $6,760-68.2% | $5,955-63.8% | $12,316-82.5% |