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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 | $156,123 | $52,279+198.6% | $89,435+74.6% | $79,856+95.5% |
| Participation rate | 0.0% | 57.5%-57.5pp | 68.0%-68.0pp | 69.6%-69.6pp |
| Annual return | 20.70% | 22.16%-1.5pp | 245.55%-224.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,099 | $1,572-30.1% | $2,587-57.5% | $2,471-55.5% |
| Participant deferral / active EE | $2,696 | $2,740-1.6% | $3,890-30.7% | $3,741-27.9% |
| Admin fee / account holder | $26,754 | $3,356+697.1% | $4,884+447.7% | $5,306+404.2% |