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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 | $146,204 | $138,078+5.9% | $125,363+16.6% | $134,509+8.7% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -15.61% | 750.49%-766.1pp | 572.15%-587.8pp | 418.13%-433.7pp |
| Employer contribution / active EE | $28,892 | $5,245+450.9% | $4,815+500.1% | $4,741+509.5% |
| Participant deferral / active EE | $15,744 | $7,800+101.9% | $7,447+111.4% | $6,400+146.0% |
| Admin fee / account holder | $2,372 | $11,566-79.5% | $10,005-76.3% | $11,427-79.2% |