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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 | $70,366-21.9% | $66,674-17.6% | $138,895-60.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 13.66% | 386.41%-372.7pp | 321.24%-307.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,375 | $2,765-14.1% | $2,620-9.4% | $4,194-43.4% |
| Participant deferral / active EE | $5,679 | $4,374+29.8% | $4,084+39.0% | $6,396-11.2% |
| Admin fee / account holder | $12,635 | $5,262+140.1% | $5,098+147.8% | $12,562+0.6% |