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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 | $27,310 | $83,337-67.2% | $67,834-59.7% | $273,972-90.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 68.8%-68.8pp | 83.0%-83.0pp |
| Annual return | 11.64% | 259.45%-247.8pp | 138.47%-126.8pp | 41.46%-29.8pp |
| Employer contribution / active EE | $3,319 | $3,287+1.0% | $2,403+38.1% | $4,869-31.8% |
| Participant deferral / active EE | $5,865 | $4,088+43.5% | $3,160+85.6% | $5,287+10.9% |
| Admin fee / account holder | $922 | $6,752-86.3% | $4,622-80.1% | $10,133-90.9% |