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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 | $40,917 | $150,442-72.8% | $136,295-70.0% | $147,585-72.3% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 19.02% | 1049.09%-1030.1pp | 5155.97%-5137.0pp | 578.56%-559.5pp |
| Employer contribution / active EE | $1,676 | $5,256-68.1% | $4,695-64.3% | $4,876-65.6% |
| Participant deferral / active EE | $3,178 | $6,630-52.1% | $6,247-49.1% | $5,439-41.6% |
| Admin fee / account holder | $21,279 | $10,905+95.1% | $9,243+130.2% | $10,885+95.5% |