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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 | $147,342 | $73,421+100.7% | $66,439+121.8% | $155,188-5.1% |
| Participation rate | 0.0% | 79.7%-79.7pp | 74.5%-74.5pp | 80.8%-80.8pp |
| Annual return | 10.94% | 1382.37%-1371.4pp | 757.66%-746.7pp | 148.84%-137.9pp |
| Employer contribution / active EE | $11,810 | $3,039+288.6% | $2,637+347.9% | $4,248+178.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,450 | $8,856-83.6% | $6,173-76.5% | $14,480-90.0% |