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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 | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 60.0% | 22.8%+37.2pp | 19.3%+40.7pp | 45.6%+14.4pp |
| Annual return | 0.00% | 3.55%-3.6pp | 3.97%-4.0pp | 4.16%-4.2pp |
| Employer contribution / active EE | $374,954 | $33,688+1013.0% | $28,168+1231.1% | $42,918+773.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $2,951 | $15,835-81.4% | $12,837-77.0% | $21,465-86.3% |