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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 | $47,654 | $78,694-39.4% | $67,652-29.6% | $125,389-62.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | -1.24% | 9.46%-10.7pp | 6625.40%-6626.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $5,079 | $3,044+66.9% | $2,266+124.2% | $4,866+4.4% |
| Participant deferral / active EE | $11,948 | $4,292+178.4% | $3,560+235.6% | $5,352+123.3% |
| Admin fee / account holder | $537 | $7,403-92.7% | $4,821-88.9% | $9,541-94.4% |