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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 | $245,146 | $90,607+170.6% | $79,467+208.5% | $135,380+81.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 12.67% | 977.74%-965.1pp | 718.30%-705.6pp | 519.81%-507.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $956 | $4,050-76.4% | $3,704-74.2% | $5,609-83.0% |
| Admin fee / account holder | $23,705 | $5,895+302.1% | $5,104+364.4% | $10,828+118.9% |