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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 | $157,829-73.1% | $136,867-69.0% | $198,609-78.6% |
| Participation rate | 0.0% | 77.2%-77.2pp | 74.5%-74.5pp | 82.4%-82.4pp |
| Annual return | 18.08% | 51.25%-33.2pp | 42.97%-24.9pp | 202.70%-184.6pp |
| Employer contribution / active EE | $1,603 | $3,923-59.1% | $3,547-54.8% | $5,055-68.3% |
| Participant deferral / active EE | $6,120 | $5,463+12.0% | $4,924+24.3% | $6,977-12.3% |
| Admin fee / account holder | $6,761 | $11,107-39.1% | $10,340-34.6% | $19,030-64.5% |