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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 | $108,935 | $110,337-1.3% | $102,383+6.4% | $145,877-25.3% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 280.77% | 24.83%+255.9pp | 24.94%+255.8pp | 551.28%-270.5pp |
| Employer contribution / active EE | $1,831 | $4,216-56.6% | $3,870-52.7% | $4,663-60.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,831 | $9,750-81.2% | $8,391-78.2% | $13,402-86.3% |