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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 | $113,653 | $76,522+48.5% | $56,033+102.8% | $145,884-22.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 13.13% | 3014.28%-3001.2pp | 1711.38%-1698.2pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,592 | $1,382+159.9% | $1,041+245.1% | $4,662-23.0% |
| Participant deferral / active EE | $3,380 | $2,624+28.8% | $1,954+73.0% | $6,690-49.5% |
| Admin fee / account holder | $583 | $3,328-82.5% | $2,827-79.4% | $13,392-95.7% |