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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 | $100,358 | $97,027+3.4% | $83,323+20.4% | $135,382-25.9% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -2.04% | 12.31%-14.4pp | 10.63%-12.7pp | 519.77%-521.8pp |
| Employer contribution / active EE | $1,926 | $4,143-53.5% | $3,379-43.0% | $4,779-59.7% |
| Participant deferral / active EE | $5,968 | $5,964+0.1% | $5,565+7.2% | $5,609+6.4% |
| Admin fee / account holder | $2,131 | $8,427-74.7% | $7,539-71.7% | $10,829-80.3% |