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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 | $73,421+48.0% | $66,439+63.5% | $155,188-30.0% |
| Participation rate | 20.0% | 79.7%-59.7pp | 74.5%-54.5pp | 80.8%-60.8pp |
| Annual return | 10.61% | 1382.37%-1371.8pp | 757.66%-747.1pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,620 | $4,680-65.4% | $3,876-58.2% | $6,531-75.2% |
| Admin fee / account holder | $50,894 | $8,856+474.7% | $6,173+724.4% | $14,480+251.5% |