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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 | $21,208 | $104,694-79.7% | $85,709-75.3% | $167,536-87.3% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.9%-69.9pp | 82.1%-82.1pp |
| Annual return | 14.08% | 21.45%-7.4pp | 21.49%-7.4pp | 478.82%-464.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,175 | $4,826-54.9% | $3,924-44.6% | $6,342-65.7% |
| Admin fee / account holder | $1,365 | $10,035-86.4% | $6,876-80.1% | $12,315-88.9% |