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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 | $57,010 | $72,177-21.0% | $115,038-50.4% | $59,633-4.4% |
| Participation rate | 63.2% | 72.6%-9.4pp | 81.4%-18.2pp | 68.7%-5.5pp |
| Annual return | 505.63% | 12.02%+493.6pp | 26.14%+479.5pp | 2041.45%-1535.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,400 | $4,783+12.9% | $6,026-10.4% | $3,192+69.2% |
| Admin fee / account holder | $3,991 | $4,927-19.0% | $8,175-51.2% | $4,297-7.1% |