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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 | $76,368+42.3% | $67,681+60.5% | $154,746-29.8% |
| Participation rate | 20.0% | 79.0%-59.0pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 10.61% | 1066.77%-1056.2pp | 590.58%-580.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,620 | $4,824-66.4% | $3,976-59.3% | $6,730-75.9% |
| Admin fee / account holder | $50,894 | $8,559+494.6% | $6,100+734.4% | $14,365+254.3% |