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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 | $180,613 | $104,577+72.7% | $76,667+135.6% | $152,909+18.1% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.5%-22.5pp |
| Annual return | 17.52% | 1014.36%-996.8pp | 1166.74%-1149.2pp | 345.46%-327.9pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,000 | $4,237+254.0% | $3,336+349.7% | $5,851+156.4% |
| Admin fee / account holder | $57,997 | $12,290+371.9% | $6,423+802.9% | $11,601+399.9% |