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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 | $51,667 | $150,446-65.7% | $136,297-62.1% | $147,585-65.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 11.93% | 1049.14%-1037.2pp | 5156.19%-5144.3pp | 578.58%-566.7pp |
| Employer contribution / active EE | $1,012 | $5,256-80.8% | $4,696-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $5,480 | $6,631-17.4% | $6,247-12.3% | $5,439+0.8% |
| Admin fee / account holder | $25,670 | $10,906+135.4% | $9,244+177.7% | $10,886+135.8% |