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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 | $42,002 | $150,447-72.1% | $136,298-69.2% | $147,586-71.5% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 142.40% | 1049.15%-906.8pp | 5156.27%-5013.9pp | 578.59%-436.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,847 | $6,631+3.3% | $6,247+9.6% | $5,439+25.9% |
| Admin fee / account holder | $3,175 | $10,906-70.9% | $9,244-65.7% | $10,886-70.8% |