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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 | $45,123+45.1% | $85,240-23.2% | $74,478-12.1% |
| Participation rate | 0.0% | 49.4%-49.4pp | 67.5%-67.5pp | 67.2%-67.2pp |
| Annual return | 13.22% | 26.32%-13.1pp | 66.75%-53.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $392 | $1,459-73.1% | $2,735-85.7% | $2,626-85.1% |
| Participant deferral / active EE | $684 | $2,736-75.0% | $4,527-84.9% | $4,350-84.3% |
| Admin fee / account holder | $3,439 | $2,215+55.3% | $6,165-44.2% | $1,946+76.7% |