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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 | $95,220 | $94,031+1.3% | $115,768-17.7% | $82,448+15.5% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.4%-74.4pp | 68.1%-68.1pp |
| Annual return | 18.36% | 20.61%-2.3pp | 100.46%-82.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,805 | $3,972+71.3% | $4,917+38.4% | $4,139+64.4% |
| Admin fee / account holder | $3,499 | $10,249-65.9% | $12,439-71.9% | $7,234-51.6% |