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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 | $138,102+5.9% | $125,381+16.6% | $134,532+8.7% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -15.61% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $28,892 | $5,245+450.8% | $4,815+500.0% | $4,741+509.4% |
| Participant deferral / active EE | $15,744 | $7,801+101.8% | $7,448+111.4% | $6,401+146.0% |
| Admin fee / account holder | $2,372 | $11,568-79.5% | $10,007-76.3% | $11,429-79.2% |