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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 | $112,981 | $85,171+32.7% | $172,752-34.6% | $72,975+54.8% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 20.95% | 27.32%-6.4pp | 802.97%-782.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $577 | $3,324-82.6% | $5,144-88.8% | $2,440-76.4% |
| Participant deferral / active EE | $1,624 | $3,260-50.2% | $5,198-68.8% | $3,608-55.0% |
| Admin fee / account holder | $2,059 | $5,880-65.0% | $13,955-85.2% | $5,124-59.8% |