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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 | $42,420 | $72,071-41.1% | $68,368-38.0% | $137,256-69.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 18.08% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,603 | $2,788-42.5% | $2,649-39.5% | $4,156-61.4% |
| Participant deferral / active EE | $6,120 | $4,410+38.8% | $4,123+48.5% | $6,407-4.5% |
| Admin fee / account holder | $6,761 | $5,336+26.7% | $5,150+31.3% | $12,270-44.9% |