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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 | $160,028+37.5% | $147,080+49.6% | $145,884+50.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16659.86% | 98.60%+16561.3pp | 420.17%+16239.7pp | 551.85%+16108.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,927 | $8,422-41.5% | $8,066-38.9% | $6,690-26.4% |
| Admin fee / account holder | $57,129 | $15,030+280.1% | $12,989+339.8% | $13,392+326.6% |