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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 | $102,595-46.4% | $94,057-41.6% | $154,746-64.5% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 13.66% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,375 | $3,147-24.5% | $2,933-19.0% | $4,379-45.8% |
| Participant deferral / active EE | $5,679 | $5,118+11.0% | $4,709+20.6% | $6,730-15.6% |
| Admin fee / account holder | $12,635 | $7,736+63.3% | $7,244+74.4% | $14,365-12.0% |