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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 | $86,144 | $48,314+78.3% | $67,561+27.5% | $80,925+6.4% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 14.24% | 18.28%-4.0pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,804 | $2,022+38.7% | $2,735+2.5% | $2,756+1.7% |
| Participant deferral / active EE | $2,510 | $2,927-14.2% | $4,003-37.3% | $4,299-41.6% |
| Admin fee / account holder | $5,145 | $3,690+39.5% | $4,006+28.5% | $6,940-25.9% |