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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 | $210,516 | $55,457+279.6% | $77,361+172.1% | $94,015+123.9% |
| Participation rate | 0.0% | 69.8%-69.8pp | 75.0%-75.0pp | 70.8%-70.8pp |
| Annual return | 10.45% | 15.57%-5.1pp | 1011.54%-1001.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $1,632 | $2,255-27.6% | $2,990-45.4% | $2,790-41.5% |
| Participant deferral / active EE | $4,714 | $3,069+53.6% | $3,911+20.5% | $4,249+10.9% |
| Admin fee / account holder | $4,838 | $4,334+11.6% | $5,894-17.9% | $8,951-46.0% |