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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 | $98,560 | $138,078-28.6% | $125,363-21.4% | $134,509-26.7% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -17.71% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.8pp |
| Employer contribution / active EE | $5,231 | $5,245-0.3% | $4,815+8.6% | $4,741+10.3% |
| Participant deferral / active EE | $23,093 | $7,800+196.1% | $7,447+210.1% | $6,400+260.8% |
| Admin fee / account holder | $1,060 | $11,566-90.8% | $10,005-89.4% | $11,427-90.7% |