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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 | $57,571 | $40,275+42.9% | $57,356+0.4% | $59,633-3.5% |
| Participation rate | 0.0% | 69.1%-69.1pp | 75.1%-75.1pp | 68.7%-68.7pp |
| Annual return | 1.01% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,088 | $2,400+153.7% | $3,162+92.6% | $3,192+90.8% |
| Admin fee / account holder | $9,684 | $2,820+243.3% | $3,357+188.5% | $4,297+125.4% |