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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 | $76,785+41.4% | $56,441+92.3% | $145,959-25.6% |
| Participation rate | 43.8% | 63.2%-19.5pp | 52.5%-8.7pp | 80.3%-36.5pp |
| Annual return | 14.58% | 3000.51%-2985.9pp | 1704.21%-1689.6pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,000 | $1,381-27.6% | $1,039-3.8% | $4,661-78.6% |
| Participant deferral / active EE | $3,636 | $2,624+38.6% | $1,953+86.2% | $6,689-45.6% |
| Admin fee / account holder | $58,322 | $3,334+1649.3% | $2,829+1961.4% | $13,398+335.3% |