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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 | $48,565 | $117,895-58.8% | $102,460-52.6% | $145,897-66.7% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.27% | 31.92%-18.6pp | 29.47%-16.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,247 | $5,736+78.6% | $5,056+102.7% | $6,689+53.2% |
| Admin fee / account holder | $8,518 | $13,353-36.2% | $9,460-10.0% | $13,390-36.4% |