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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 | $51,179 | $110,212-53.6% | $96,534-47.0% | $139,466-63.3% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 13.26% | 26.42%-13.2pp | 25.88%-12.6pp | 373.66%-360.4pp |
| Employer contribution / active EE | $2,783 | $3,620-23.1% | $2,965-6.1% | $4,754-41.5% |
| Participant deferral / active EE | $5,855 | $5,547+5.6% | $4,851+20.7% | $6,712-12.8% |
| Admin fee / account holder | $4,429 | $11,599-61.8% | $8,253-46.3% | $11,409-61.2% |