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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 | $22,729 | $70,532-67.8% | $68,948-67.0% | $137,256-83.4% |
| Participation rate | 0.0% | 81.0%-81.0pp | 79.2%-79.2pp | 80.0%-80.0pp |
| Annual return | 20.17% | 32.56%-12.4pp | 28.39%-8.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,814 | $4,355+10.5% | $4,165+15.6% | $4,156+15.8% |
| Participant deferral / active EE | $7,327 | $6,773+8.2% | $6,186+18.4% | $6,407+14.4% |
| Admin fee / account holder | $743 | $7,916-90.6% | $7,539-90.1% | $12,270-93.9% |