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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 | $54,942 | $72,071-23.8% | $68,368-19.6% | $137,256-60.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 13.66% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,375 | $2,788-14.8% | $2,649-10.4% | $4,156-42.9% |
| Participant deferral / active EE | $5,679 | $4,410+28.8% | $4,123+37.7% | $6,407-11.4% |
| Admin fee / account holder | $12,635 | $5,336+136.8% | $5,150+145.3% | $12,270+3.0% |