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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 | $181,277 | $77,449+134.1% | $69,483+160.9% | $152,909+18.6% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 322.91% | 39.09%+283.8pp | 28.99%+293.9pp | 345.46%-22.6pp |
| Employer contribution / active EE | $6,388 | $3,316+92.7% | $2,780+129.8% | $4,764+34.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,662 | $6,210+7.3% | $3,841+73.4% | $11,601-42.6% |