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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 | $28,726 | $107,030-73.2% | $73,550-60.9% | $147,586-80.5% |
| Participation rate | 0.0% | 66.4%-66.4pp | 54.9%-54.9pp | 82.8%-82.8pp |
| Annual return | 22.96% | 38.25%-15.3pp | -15.16%+38.1pp | 578.59%-555.6pp |
| Employer contribution / active EE | $650 | $1,760-63.1% | $1,219-46.7% | $4,876-86.7% |
| Participant deferral / active EE | $4,085 | $2,458+66.2% | $1,804+126.4% | $5,439-24.9% |
| Admin fee / account holder | $993 | $3,055-67.5% | $2,320-57.2% | $10,886-90.9% |