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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 | $42,348 | $87,733-51.7% | $106,555-60.3% | $85,847-50.7% |
| Participation rate | 0.0% | 71.9%-71.9pp | 76.1%-76.1pp | 69.3%-69.3pp |
| Annual return | 14.95% | 21.86%-6.9pp | 26.80%-11.9pp | 318.61%-303.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,610 | $3,469+90.5% | $4,399+50.3% | $3,952+67.2% |
| Admin fee / account holder | $865 | $6,767-87.2% | $7,408-88.3% | $6,261-86.2% |