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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 | $34,732 | $165,939-79.1% | $122,354-71.6% | $147,586-76.5% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 18.08% | 34.56%-16.5pp | 30.28%-12.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $4,692 | $5,754-18.5% | $4,051+15.8% | $4,876-3.8% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,602 | $7,425-24.5% | $5,479+2.3% | $10,886-48.5% |