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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 | $58,234-45.1% | $81,783-60.9% | $80,874-60.5% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 11.57% | 41.70%-30.1pp | 775.05%-763.5pp | 35.62%-24.1pp |
| Employer contribution / active EE | $963 | $2,341-58.9% | $2,913-66.9% | $2,756-65.1% |
| Participant deferral / active EE | $1,274 | $3,283-61.2% | $4,320-70.5% | $4,297-70.4% |
| Admin fee / account holder | $731 | $4,982-85.3% | $7,380-90.1% | $6,935-89.5% |