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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 | $40,761 | $158,852-74.3% | $121,220-66.4% | $135,379-69.9% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.8%-71.8pp | 82.6%-82.6pp |
| Annual return | -2.63% | -0.64%-2.0pp | 16.94%-19.6pp | 519.79%-522.4pp |
| Employer contribution / active EE | $1,550 | $5,666-72.6% | $4,023-61.5% | $4,779-67.6% |
| Participant deferral / active EE | $2,394 | $4,006-40.2% | $3,345-28.4% | $5,609-57.3% |
| Admin fee / account holder | $2,430 | $6,515-62.7% | $5,021-51.6% | $10,828-77.6% |