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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 | $131,976 | $77,416+70.5% | $69,464+90.0% | $152,897-13.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 53.11% | 39.08%+14.0pp | 28.98%+24.1pp | 345.43%-292.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,277 | $4,413-48.4% | $3,536-35.6% | $5,851-61.1% |
| Admin fee / account holder | $8,555 | $6,208+37.8% | $3,840+122.8% | $11,599-26.2% |