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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 | $35,471 | $64,307-44.8% | $57,347-38.1% | $125,393-71.7% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | -1.12% | 25.14%-26.3pp | 24.40%-25.5pp | 282.23%-283.4pp |
| Employer contribution / active EE | $2,148 | $3,193-32.7% | $2,689-20.1% | $4,866-55.9% |
| Participant deferral / active EE | $3,214 | $3,847-16.5% | $3,162+1.6% | $5,351-39.9% |
| Admin fee / account holder | $32,381 | $5,242+517.7% | $3,356+864.9% | $9,541+239.4% |