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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 | $31,352 | $77,908-59.8% | $149,696-79.1% | $75,173-58.3% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 19.50% | 31.73%-12.2pp | 134.46%-115.0pp | 160.72%-141.2pp |
| Employer contribution / active EE | $2,374 | $3,138-24.3% | $4,821-50.7% | $2,671-11.1% |
| Participant deferral / active EE | $5,623 | $3,411+64.9% | $5,682-1.0% | $4,126+36.3% |
| Admin fee / account holder | $772 | $5,950-87.0% | $13,212-94.2% | $5,651-86.3% |