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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 | $193,828 | $171,867+12.8% | $149,721+29.5% | $147,586+31.3% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 13.24% | 2113.36%-2100.1pp | 1501.67%-1488.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,158 | $7,270-42.8% | $6,568-36.7% | $5,439-23.5% |
| Admin fee / account holder | $3,549 | $13,799-74.3% | $11,282-68.5% | $10,886-67.4% |