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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 | $48,058 | $49,249-2.4% | $70,476-31.8% | $79,852-39.8% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 14.71% | 30.09%-15.4pp | 109.12%-94.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $437 | $2,100-79.2% | $2,738-84.0% | $2,471-82.3% |
| Participant deferral / active EE | $906 | $2,769-67.3% | $3,710-75.6% | $3,740-75.8% |
| Admin fee / account holder | $2,655 | $2,878-7.7% | $3,847-31.0% | $5,306-50.0% |