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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 | $48,337+78.2% | $67,560+27.5% | $80,959+6.4% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 14.24% | 18.26%-4.0pp | 3533.50%-3519.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,804 | $2,023+38.6% | $2,737+2.4% | $2,757+1.7% |
| Participant deferral / active EE | $2,510 | $2,928-14.3% | $4,004-37.3% | $4,300-41.6% |
| Admin fee / account holder | $5,145 | $3,695+39.2% | $3,994+28.8% | $6,925-25.7% |