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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 | $76,772 | $88,778-13.5% | $81,844-6.2% | $145,884-47.4% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 12.83% | 1033.03%-1020.2pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,009 | $4,648+7.8% | $4,323+15.9% | $6,690-25.1% |
| Admin fee / account holder | $16,542 | $8,430+96.2% | $7,355+124.9% | $13,392+23.5% |