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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 | $123,645 | $99,011+24.9% | $86,582+42.8% | $147,586-16.2% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 74.09% | 1312.75%-1238.7pp | 965.08%-891.0pp | 578.59%-504.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,644 | $3,972+67.3% | $3,609+84.1% | $5,439+22.2% |
| Admin fee / account holder | $4,423 | $5,709-22.5% | $4,904-9.8% | $10,886-59.4% |