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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 | $109,501 | $96,691+13.2% | $86,656+26.4% | $139,487-21.5% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 38.02% | 106.87%-68.8pp | 593.09%-555.1pp | 373.84%-335.8pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,500 | $4,838+55.0% | $4,439+69.0% | $6,713+11.7% |
| Admin fee / account holder | $628 | $6,414-90.2% | $5,619-88.8% | $11,407-94.5% |