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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 | $233,742 | $150,447+55.4% | $136,298+71.5% | $147,586+58.4% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 39.89% | 1049.15%-1009.3pp | 5156.27%-5116.4pp | 578.59%-538.7pp |
| Employer contribution / active EE | $5,760 | $5,256+9.6% | $4,696+22.7% | $4,876+18.1% |
| Participant deferral / active EE | $36,000 | $6,631+442.9% | $6,247+476.3% | $5,439+561.9% |
| Admin fee / account holder | $1,220 | $10,906-88.8% | $9,244-86.8% | $10,886-88.8% |