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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 | $31,969 | $58,311-45.2% | $81,882-61.0% | $80,959-60.5% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 11.57% | 41.85%-30.3pp | 779.47%-767.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $963 | $2,347-59.0% | $2,916-67.0% | $2,757-65.1% |
| Participant deferral / active EE | $1,274 | $3,287-61.2% | $4,323-70.5% | $4,300-70.4% |
| Admin fee / account holder | $731 | $4,752-84.6% | $7,360-90.1% | $6,925-89.4% |