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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 | $78,721 | $180,462-56.4% | $154,111-48.9% | $135,379-41.9% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -6.52% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $3,020 | $6,036-50.0% | $5,298-43.0% | $4,779-36.8% |
| Participant deferral / active EE | $11,892 | $5,806+104.8% | $5,081+134.1% | $5,609+112.0% |
| Admin fee / account holder | $4,696 | $16,145-70.9% | $13,411-65.0% | $10,828-56.6% |