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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 | $117,859-58.8% | $102,438-52.6% | $145,959-66.7% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.27% | 31.72%-18.4pp | 29.37%-16.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,247 | $5,732+78.8% | $5,054+102.8% | $6,689+53.2% |
| Admin fee / account holder | $8,518 | $13,318-36.0% | $9,448-9.8% | $13,398-36.4% |