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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 | $124,314-81.8% | $109,163-79.2% | $167,518-86.5% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 12.79% | 26.04%-13.3pp | 25.75%-13.0pp | 478.71%-465.9pp |
| Employer contribution / active EE | $2,641 | $4,209-37.3% | $3,723-29.1% | $4,838-45.4% |
| Participant deferral / active EE | $2,281 | $5,256-56.6% | $4,654-51.0% | $6,342-64.0% |
| Admin fee / account holder | $26,454 | $7,973+231.8% | $6,754+291.7% | $12,312+114.9% |