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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 | $23,025 | $48,078-52.1% | $78,676-70.7% | $62,881-63.4% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 6.61% | 31.36%-24.7pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $915 | $2,015-54.6% | $2,850-67.9% | $2,281-59.9% |
| Participant deferral / active EE | $1,057 | $2,587-59.2% | $3,517-70.0% | $3,203-67.0% |
| Admin fee / account holder | $1,207 | $3,206-62.4% | $4,510-73.2% | $4,296-71.9% |