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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 | $119,900 | $150,447-20.3% | $136,298-12.0% | $147,586-18.8% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 17.87% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $7,417 | $5,256+41.1% | $4,696+58.0% | $4,876+52.1% |
| Participant deferral / active EE | $28,200 | $6,631+325.3% | $6,247+351.4% | $5,439+418.5% |
| Admin fee / account holder | $1,492 | $10,906-86.3% | $9,244-83.9% | $10,886-86.3% |