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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 | $67,460 | $39,132+72.4% | $57,196+17.9% | $62,881+7.3% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | 5.90% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,261 | $2,374+121.6% | $3,096+69.9% | $3,203+64.3% |
| Admin fee / account holder | $12,661 | $2,594+388.1% | $3,141+303.1% | $4,296+194.7% |