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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 | $194,611 | $100,895+92.9% | $90,430+115.2% | $158,950+22.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 16.63% | 1725.54%-1708.9pp | 1293.73%-1277.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $1,457 | $3,689-60.5% | $3,262-55.3% | $4,762-69.4% |
| Participant deferral / active EE | $20,619 | $4,347+374.3% | $3,963+420.3% | $5,983+244.6% |
| Admin fee / account holder | $1,151 | $6,505-82.3% | $5,613-79.5% | $11,248-89.8% |