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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 | $203,198 | $234,190-13.2% | $180,320+12.7% | $198,609+2.3% |
| Participation rate | 25.0% | 77.1%-52.1pp | 71.5%-46.5pp | 82.4%-57.4pp |
| Annual return | 14.56% | 1057.44%-1042.9pp | 778.54%-764.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,950 | $4,988-60.9% | $4,304-54.7% | $6,977-72.1% |
| Admin fee / account holder | $2,348 | $12,558-81.3% | $10,000-76.5% | $19,030-87.7% |