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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 | $92,696 | $76,522+21.1% | $56,033+65.4% | $145,884-36.5% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 25.58% | 3014.28%-2988.7pp | 1711.38%-1685.8pp | 551.85%-526.3pp |
| Employer contribution / active EE | $1,872 | $1,382+35.5% | $1,041+79.9% | $4,662-59.8% |
| Participant deferral / active EE | $6,895 | $2,624+162.8% | $1,954+252.9% | $6,690+3.1% |
| Admin fee / account holder | $849 | $3,328-74.5% | $2,827-70.0% | $13,392-93.7% |