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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 | $202,326 | $41,377+389.0% | $109,313+85.1% | $62,881+221.8% |
| Participation rate | 0.0% | 57.5%-57.5pp | 71.3%-71.3pp | 69.3%-69.3pp |
| Annual return | 5.51% | 11.05%-5.5pp | 22.07%-16.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,310 | $2,045+61.9% | $3,166+4.5% | $3,203+3.3% |
| Admin fee / account holder | $38,295 | $2,884+1227.9% | $5,666+575.8% | $4,296+791.5% |