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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 | $22,684 | $124,330-81.8% | $109,173-79.2% | $167,536-86.5% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 12.79% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $2,641 | $4,209-37.3% | $3,723-29.1% | $4,839-45.4% |
| Participant deferral / active EE | $2,281 | $5,256-56.6% | $4,654-51.0% | $6,342-64.0% |
| Admin fee / account holder | $26,454 | $7,974+231.8% | $6,755+291.6% | $12,315+114.8% |