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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 | $65,467 | $45,119+45.1% | $85,126-23.1% | $74,429-12.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 67.5%-67.5pp | 67.2%-67.2pp |
| Annual return | 13.22% | 26.28%-13.1pp | 66.63%-53.4pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $392 | $1,460-73.1% | $2,731-85.6% | $2,625-85.1% |
| Participant deferral / active EE | $684 | $2,738-75.0% | $4,523-84.9% | $4,348-84.3% |
| Admin fee / account holder | $3,439 | $2,214+55.3% | $6,160-44.2% | $1,944+76.9% |