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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 | $206,440 | $68,097+203.2% | $62,929+228.1% | $137,256+50.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 11.39% | 1859.11%-1847.7pp | 1063.93%-1052.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,217 | $4,553+124.4% | $3,888+162.8% | $6,407+59.5% |
| Admin fee / account holder | $7,011 | $6,521+7.5% | $5,065+38.4% | $12,270-42.9% |