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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 | $100,833 | $100,938-0.1% | $90,461+11.5% | $158,982-36.6% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 8.66% | 1727.20%-1718.5pp | 1294.76%-1286.1pp | 302.99%-294.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,939 | $4,350+82.5% | $3,964+100.3% | $5,983+32.7% |
| Admin fee / account holder | $31,045 | $6,510+376.9% | $5,617+452.7% | $11,252+175.9% |