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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 | $39,189 | $48,078-18.5% | $78,676-50.2% | $62,881-37.7% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 7.41% | 31.36%-23.9pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,843 | $2,015-8.5% | $2,850-35.3% | $2,281-19.2% |
| Participant deferral / active EE | $2,722 | $2,587+5.2% | $3,517-22.6% | $3,203-15.0% |
| Admin fee / account holder | $1,138 | $3,206-64.5% | $4,510-74.8% | $4,296-73.5% |