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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 | $18,262 | $75,962-76.0% | $154,108-88.2% | $64,173-71.5% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | 19.99% | 30.32%-10.3pp | 735.21%-715.2pp | 7.63%+12.4pp |
| Employer contribution / active EE | $911 | $3,350-72.8% | $5,298-82.8% | $2,381-61.7% |
| Participant deferral / active EE | $1,081 | $3,175-66.0% | $5,081-78.7% | $3,470-68.9% |
| Admin fee / account holder | $1,061 | $5,589-81.0% | $13,411-92.1% | $4,887-78.3% |