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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 | $93,094 | $202,345-54.0% | $172,755-46.1% | $152,885-39.1% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 29.10% | 1029.77%-1000.7pp | 802.94%-773.8pp | 345.39%-316.3pp |
| Employer contribution / active EE | $3,099 | $5,858-47.1% | $5,144-39.8% | $4,763-34.9% |
| Participant deferral / active EE | $11,712 | $5,948+96.9% | $5,198+125.3% | $5,851+100.2% |
| Admin fee / account holder | $1,473 | $17,111-91.4% | $13,955-89.4% | $11,598-87.3% |