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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 | $108,558 | $76,519+41.9% | $56,025+93.8% | $145,897-25.6% |
| Participation rate | 43.8% | 63.2%-19.5pp | 52.5%-8.8pp | 80.3%-36.6pp |
| Annual return | 14.58% | 3017.03%-3002.5pp | 1712.69%-1698.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,000 | $1,383-27.7% | $1,042-4.0% | $4,663-78.6% |
| Participant deferral / active EE | $3,636 | $2,624+38.5% | $1,955+86.0% | $6,689-45.6% |
| Admin fee / account holder | $58,322 | $3,331+1651.0% | $2,828+1962.0% | $13,390+335.5% |