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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 | $32,300 | $69,518-53.5% | $59,887-46.1% | $135,379-76.1% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -4.67% | 7.95%-12.6pp | 3.46%-8.1pp | 519.79%-524.5pp |
| Employer contribution / active EE | $2,376 | $3,235-26.5% | $2,722-12.7% | $4,779-50.3% |
| Participant deferral / active EE | $3,354 | $4,204-20.2% | $3,402-1.4% | $5,609-40.2% |
| Admin fee / account holder | $984 | $5,734-82.8% | $3,591-72.6% | $10,828-90.9% |