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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 | $219,997 | $159,934+37.6% | $147,005+49.7% | $145,959+50.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16659.86% | 98.24%+16561.6pp | 418.76%+16241.1pp | 561.95%+16097.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,927 | $8,427-41.5% | $8,070-39.0% | $6,689-26.3% |
| Admin fee / account holder | $57,129 | $15,053+279.5% | $13,006+339.2% | $13,398+326.4% |