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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 | $44,057 | $84,713-48.0% | $75,717-41.8% | $167,518-73.7% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 9.96% | 199.49%-189.5pp | 104.58%-94.6pp | 478.71%-468.8pp |
| Employer contribution / active EE | $3,713 | $3,229+15.0% | $2,743+35.4% | $4,838-23.3% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,358 | $5,357-37.3% | $3,619-7.2% | $12,312-72.7% |