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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 | $108,654 | $96,123+13.0% | $77,361+40.4% | $198,609-45.3% |
| Participation rate | 20.0% | 81.1%-61.1pp | 75.0%-55.0pp | 82.4%-62.4pp |
| Annual return | 10.61% | 2054.81%-2044.2pp | 1011.54%-1000.9pp | 202.70%-192.1pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,620 | $4,975-67.4% | $3,911-58.6% | $6,977-76.8% |
| Admin fee / account holder | $50,894 | $9,471+437.4% | $5,894+763.6% | $19,030+167.4% |