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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 | $60,958 | $65,712-7.2% | $57,196+6.6% | $273,972-77.8% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 1.80% | 22.01%-20.2pp | 14.59%-12.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $1,508 | $3,280-54.0% | $2,683-43.8% | $4,869-69.0% |
| Participant deferral / active EE | $2,000 | $3,782-47.1% | $3,096-35.4% | $5,287-62.2% |
| Admin fee / account holder | $2,836 | $4,838-41.4% | $3,141-9.7% | $10,133-72.0% |