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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 | $70,121+110.1% | $63,803+130.9% | $138,895+6.1% |
| Participation rate | 0.0% | 77.2%-77.2pp | 72.7%-72.7pp | 79.9%-79.9pp |
| Annual return | 10.94% | 946.48%-935.5pp | 543.72%-532.8pp | 145.39%-134.5pp |
| Employer contribution / active EE | $11,810 | $2,882+309.8% | $2,532+366.4% | $4,194+181.6% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,450 | $6,738-78.5% | $5,196-72.1% | $12,562-88.5% |