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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 | $127,864 | $175,646-27.2% | $129,118-1.0% | $134,545-5.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.2%-77.2pp | 81.2%-81.2pp |
| Annual return | -16.70% | -11.39%-5.3pp | -10.94%-5.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $7,705 | $6,355+21.2% | $5,051+52.5% | $4,742+62.5% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $441 | $23,578-98.1% | $14,305-96.9% | $11,431-96.1% |