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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 | $37,273 | $65,685-43.3% | $57,181-34.8% | $273,968-86.4% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 5.03% | 21.99%-17.0pp | 14.59%-9.6pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,048 | $3,279-37.5% | $2,682-23.7% | $4,869-57.9% |
| Participant deferral / active EE | $2,632 | $3,781-30.4% | $3,096-15.0% | $5,287-50.2% |
| Admin fee / account holder | $2,013 | $4,835-58.4% | $3,139-35.9% | $10,132-80.1% |